Time Warner recently hosted a investor day
Jason Sedawie
Decisive Asset Management
Time Warner recently hosted a investor day. The key takeaways were that the cable is beginning to unbundle with HBO offering its services to customers direct over the internet. Confirmation that digital is great for the media business with digital sales greater than physical DVD's with higher margins 85-95% versus 55-65%. Sports continues to be must have content. It is watched live and advertisers love it. Sport is only 4% of their programming but 25% of advertising revenue. Find out more at (VIEW LINK)
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Jason has a background in investment management, accounting and online retail. Together these three perspectives give Jason a unique view on investment trends in global markets.
Jason Sedawie
Executive Director
Decisive Asset Management
Jason has a background in investment management, accounting and online retail. Together these three perspectives give Jason a unique view on investment trends in global markets.
Expertise
No areas of expertise
Jason Sedawie
Executive Director
Decisive Asset Management
Jason has a background in investment management, accounting and online retail. Together these three perspectives give Jason a unique view on investment trends in global markets.
Expertise
No areas of expertise
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