Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Sirius XM (NASDAQ: SIRI)

The Junk Pile

Can Sirius XM Survive without Howard Stern?

I think Stern could go to Spotify because Spotify could offer him a larger audience. Remember, Howard is an egomaniac who calls himself the King of All Media. Hence, Stern wants the biggest audience possible.

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Pandora

Can Sirius XM Survive?

Interestingly, Sirius generates a lot of cash; $1.88 billion in cash from operations and a free cash flow of $1.525 billion in 2018. Conversely, Spotify reports an annual free cash flow of $105.75 million and an operating cash flow of $395.40 million for 2018.

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Pandora

Is Money Losing Pandora for Sale?

Given these realities it is hard to see how digital audio providers can survive as independent companies. Sooner or later Pandora will have to be acquired by somebody just to stay in business.

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Crazy Stocks

Netflix Can Digital Entertainment Make Money?

Netflix (NASDAQ: NFLX) is proving that there is a vast market for digital entertainment out there. Unfortunately the streaming service

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Market Insanity

WWE is growing but it is not Making Money

Revenues at Vince McMahon’s wrestling empire grew to their highest level yet in Second Quarter 2016; rising from $653.69 million to $702.50 million. That made for a revenue gain of $48.81 million which is very impressive. The growth has been ongoing since McMahon launched his WWE network in February 2014.

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The Death Spiral

Can Rush Limbaugh’s New Contract Save iHeart Media?

At the end of the day, Rush and iHeart need each other desperately. iHeart is the only entity out there that can provide the kind of nationwide platform Rush needs to reach his audience. Nobody not even Sirius; nor CBS Radio (NYSE: CBS), has the reach of iHeart into the American heartland.

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Market Insanity

Desperation in Hollywood; Lions Gate Buys Starz

Now Lions Gate has made the questionable move of agreeing to purchase Starz for $4.4 billion in cash and stock. That’s a smart move for Liberty Media (NYSE: LSXMB) billionaire John Malone; who owns Starz, but a lousy deal for Lions Gate shareholders.

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Market Insanity

Rush Limbaugh’s Problems are Sirius XM’s Opportunity

It looks as if iHeart radio; and broadcasting in general might no longer be able to afford Rush Limbaugh; yet Sirius might be able to. Rush might be well worth the money; he still reaches 13 million listeners a week on the nation’s most popular radio show.

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