
INDEPENDENT
EQUITY RESEARCH
& ADVISORY FIRM

Huber Research Partners is an independent equity research and advisory firm specializing in media, internet, and information services stocks. Our firm is dedicated to providing value-added research to leading global institutional investors through a quarterly subscription model.
CEO and Founder Craig Huber and his research team, including Doug Arthur, have been repeatedly ranked #1 in the media sector by Institutional Investor, Greenwich Associates, and Financial Times / StarMine and highly recognized in The Wall Street Journal for industry-leading media analysis, prior to going out independent.
Recent
RESEARCH
WEEKLY REPORTS
11/10/23 Credit Rating Agencies: Weekly Debt Issuance Data
11/10/23 Credit Rating Agencies: U.S. & Euro Credit Spreads
11/09/23 NFL Ratings Trends
10/04/23 Media, Internet & Information Services Report
COMPANY REPORTS
11/10/23 Company Report: Cars.com (CARS) *
11/10/23 Company Report: Gray Television (GTN)
11/10/23 Company Report: News Corp (NWSA)
11/09/23 Company Report: Criteo (CRTO) *
11/09/23 Company Report: Audacy (AUD)
11/09/23 Company Report: Disney (DIS) *
11/09/23 Company Report: TEGNA (TGNA)
11/08/23 Company Report: New York Times (NYT) **
11/08/23 Company Report: Scripps (SSP)
11/08/23 Company Report: Nexstar (NXST)
11/08/23 Company Report: Gray Television (GTN)
11/08/23 Company Report: New York Times (NYT) **
11/07/23 Company Report: CarGurus (CARG) *
11/07/23 Company Report: Fox Corporation (FOXA) *
11/07/23 Company Report: TEGNA (TGNA)
11/06/23 Company Report: Paramount (PARA)
11/03/23 Company Report: Thomson Reuters (TRI) *
11/03/23 Company Report: Live Nation (LYV) *
11/03/23 Company Report: Carvana (CVNA) *
11/03/23 Company Report: Scripps (SSP)
11/02/23 Company Report: Cars.com (CARS) *
11/02/23 Company Report: Criteo (CRTO) *
11/02/23 Company Report: FOX Corporation (FOXA) *
11/02/23 Company Report: S&P Global (SPGI)
11/01/23 Company Report: Disney (DIS) *
11/01/23 Company Report: Graham Holdings (GHC)
11/01/23 Company Report: Thomson Reuters (TRI) *
11/01/23 Company Report: Dun & Bradstreet (DNB)
10/31/23 Company Report: MSCI (MSCI)
10/30/23 Company Report: Moody’s (MCO) *
10/27/23 Company Report: WPP Plc (WPP) *
10/27/23 Company Report: TransUnion (TRU)
10/26/23 Company Report: WPP Plc (WPP) *
10/26/23 Company Report: Snap (SNAP)
10/25/23 Company Report: Moody’s (MCO)
10/24/23 Company Report: TransUnion (TRU)
10/23/23 Company Report: Interpublic (IPG)
10/20/23 Company Report: Equifax (EFX)
10/20/23 Company Report: Interpublic (IPG)
10/19/23 Company Report: Netflix (NFLX)
10/19/23 Company Report: Equifax (EFX)
10/18/23 Company Report: Fox Corporation (FOXA) *
10/18/23 Company Report: Omnicom (OMC)
10/17/23 Company Report: Media Fact Book - Fall 2023
10/16/23 Company Report: MSCI (MSCI)
10/16/23 Company Report: New York Times (NYT) *
10/13/23 Company Report: FactSet (FDS)
10/12/23 Company Report: Publicis Groupe (PUB-PAR) *
10/11/23 Company Report: Disney (DIS) *
10/10/23 Company Report: Publicis Groupe (PUB-PAR) *
10/05/23 Company Report: Disney (DIS) *
10/05/23 Company Report: MSCI (MSCI)
10/04/23 Company Report: Audacy (AUD) *
10/02/23 Company Report: Scripps (SSP)
09/26/23 Company Report: Omnicom (OMC)
09/22/23 Company Report: FactSet (FDS)
09/21/23 Company Report: Equifax (EFX)
09/21/23 Company Report: FactSet (FDS)
09/20/23 Company Report: Disney (DIS) *
09/19/23 Company Report: TransUnion (TRU)
09/18/23 Company Report: MSCI (MSCI)
09/15/23 Company Report: Disney (DIS) *
09/13/23 Company Report: Disney (DIS) *
09/07/23 Company Report: TEGNA (TGNA)
09/06/23 Company Report: Nexstar (NXST)
09/06/23 Company Report: Nexstar (NXST)
09/04/23 Company Report: Disney (DIS) *
* Covered by Doug Arthur
** Co-Covered by Doug Arthur & Craig Huber
Recent
PRESS
09/13/23 Disney-Charter Feud Portends Carnage in Cable TV. ‘The Market’s Been Warned.’ (WSJ)
08/09/23 TV Interview: ESPN signs betting deal with Penn Entertainment (Bloomberg)
08/08/23 Audacy agrees to sell more assets, warns of possible bankruptcy if talks with creditors stall (Bus. Journal)
07/22/23 Analysts: Carvana future still up in the air (Automotive News)
07/21/23 Hollywood Strike Clouds ‘Barbenheimer’ Bump for Movie Stocks (Bloomberg)
07/21/23 Hollywood Strike Dims Hope of Barbenheimer Bump for Movie Stocks (Bloomberg)
07/20/23 Netflix quarterly revenue misses forecasts, shares slide (Reuters)
07/14/23 TV Interview: ‘I think the labour department will get involved’ in Hollywood: Director (Bloomberg)
06/15/23 TV Interview: Disney Delays Releases of Avatar, Avengers Films (Bloomberg)
05/22/23 Audacy’s stock delisting can’t be blamed on a soft advertising market alone (Billboard)
05/08/23 TV Interview: TV viewership may decline further after Hollywood writers strike (Bloomberg)
05/04/23 Paramount Global disappoints on weak ad market, cuts dividend (Reuters)
04/26/23 How Tucker Carlson’s exit could financially impact Fox Corporation, according to experts (ABC News)
04/19/23 DJ Fox to pay $787.5 million to settle dominion lawsuit (WSJ)
04/18/23 How badly could the Dominion suit hurt Fox News (CBS News)
04/16/23 Fox News, Dominion prepare for Battle in $1.6 billion defamation trial (WSJ)
03/17/23 Audacy will need to cut costs ‘into the bone’ to survive the next year, analyst says (Business Journal)
03/14/23 S&P Sees Quick Rebound for Corporate Bond Sales Silenced by SVB (Bloomberg)
02/16/23 Paramount to raise streaming prices as ad slump knocks revenue (Reuters)
12/23/22 Media mogul Michael Bloomberg looking to buy Dow Jones or Washington Post (Reuters)
11/23/22 Potential News Corp, Fox reunion faces opposition from large shareholder (CNBC)
11/21/22 Activist investor asks News Corp to spin off unit instead of merger with Fox (Reuters)
10/25/22 Moody’s Corp gains as brokerages upbeat on co’s long-term prospects (Reuters)
08/29/22 Netflix could offer ad-supported plan at $7 to $9 a month. What it means (Barron’s)
07/18/22 Cost cutting the priority for Caravan, peers (Automotive News)
07/17/22 Carvana pressured to cut costs amid waning used-car demand (Automotive News)
07/07/22 Analyst not feeling Nexstar/The CW rumored romance (S&P Global)
06/27/22 Teleram’s premium service faces tough odds but still worth trying (S&P Global)
05/19/22 Popular Science Owner Recurrent Ventures Raises $300 Million in Blackstone-Led Round (WSJ)
05/13/22 Carvana, Vroom and Shift see stock prices, fortunes fall (Automotive News)
05/13/22 Twitter shares plummet as Musk raises new doubts about acquisition (The Verge)
05/04/22 Ad-supported Netflix tier presents mixed opportunity for Europe (S&P Global)
04/12/22 Newspapers keep eliminating print days. They say it’s for the best (Washington Post)
03/30/22 Going private gives Nielsen new flexibility to invest, analysts say (InsideRadio)
03/09/22 Gannett: Inaccurate information to advertisers corrected, unintentional ‘human error’ (USA Today)
12/31/21 This Mini Berkshire Hathaway Flies Under the Radar. And Its Stock Is Cheap (Barron’s)
12/28/21 Twitter is aggressively changing its platform. Is it too little, too late? (Times Square Investment Journal)
12/03/21 FactSet, Molina, Signature Shape Up as Contenders for S&P 500 (Bloomberg)
12/02/21 Lee Enterprises top shareholder opposes current buyout terms (Dealreporter)
11/12/21 Price of Buffalo News is going up, but by how much? (WIVB)
11/11/21 Live Nation stock is down after Astroworld, but for how long? (Billboard News)
07/09/21 Analysts see financial obstacles to a Sinclair NBCU sports net purchase (S&P Global)
06/18/21 TV Appearance: A lot of good news is already baked into Live Nation stock price (BNN Bloomberg)
05/24/21 Huber Research: ‘The reputation of Alden Global Capital is that they are vicious cost cutters’ (WGN Radio)
05/15/21 Tribune Publishing employees hold 11th hour ‘Save Local News’ Rally [...] (Chicago Tribune)
05/06/21 In a hedge fund’s bid for Tribune’s newspapers, a hidden risk lurks in the fine print (Washington Post)
05/05/21 New York Times subscription growth slows as ‘Trump Bump’ fades (New York Post)
04/27/21 Big tech earnings-palooza arrives as Alphabet reports quarterly sales (Axios)
04/22/21 Everybody Wants To Be A Used Car Billionaire (Bloomberg)
04/12/21 Live events industry eyes pandemic comeback (Axios)
03/29/21 Shares in ViacomCBS tumble, Discovery volatile after sharp slide last week (Reuters)
02/26/21 TV Appearance: Live Concerts Likely Won’t Return Until 2022: Analyst (BNN Bloomberg)
02/16/21 New York hedge fun Alden to acquire The Morning Call’s parent company (The Morning Call)
01/11/21 The DOW Fell 89 Points Because Stocks Are Way Overextended (Barron’s)
12/23/20 Here Are Barron’s 10 Top Stocks for the New Year (Barron’s)
12/11/20 Hallucinations? No, Valuations (Grant’s Interest Rate Observer)
11/29/20 S&P to Buy IHS for $39 Billion in Year’s Second-Biggest Deal (Bloomberg)
09/15/20 Meredith Corp. could split its assets as publishing industry continues to tumble (New York Post)
08/25/20 As sale of National Enquirer collapses, some wonder if the tabloid is too hot to handle (Washington Post)
08/12/20 Facebook’s ‘copycat’ Reels video feature poses risks to beleaguered TikTok (SNL Kagan)
08/10/20 Why a Twitter–TikTok Deal is Highly Unlikely (TheStreet)
07/11/20 Hedge Funds Square Off for Swath of Ailing American Newspapers (Bloomberg)
06/16/20 Heath Freeman is the hedge fund guy who says he wants to save local news (Washington Post)
05/09/20 Credit-rating agencies are back under the spotlight (The Economist)
05/04/20 Almar Latour Named CEO of Wall Street Journal Publisher Dow Jones (Wall Street Journal)
04/27/20 Newspapers fighting for survival as COVID-19 ravages ad spending (SNL Kagan)
04/14/20 Alleged COVID-19 Misinformation Raises Regulatory Questions for Broadcasters (S&P Global)
04/08/20 ViacomCBS's Downward Spiral is Accelerating as Talk of Unraveling Grows (Forbes)
03/19/20 Live Nation Stock Fights Back After Wednesday's Brutal Sell-Off (Variety)
03/18/20 Live Nation Stock Keeps Tumbling as Coronavirus Self-Isolation Becomes Commonplace (Billboard)
02/26/20 Netflix may gain as more people stay indoors due to coronavirus (Reuters)
02/26/20 Netflix, Disney+ may get a boost from coronavirus (Fox Business)
02/14/20 McClatchy's Fall and the End of the American Family Newspaper (Forbes)
01/30/20 Investors Are Cheering Warren Buffet's Newspaper Sale. That's Bad News for the Papers (Forbes)
12/20/19 Last-minute federal legislation brings pension relief and 'runway' for community newspapers (Seattle Times)
11/18/19 Newspaper Publisher McClatchy Teeters Near Bankruptcy (Bloomberg)
11/14/19 Shareholders of USA Today owner Gannett and New Media Investment Group Approve Merger (USA Today)
11/13/19 McClatchy Warns of Potential Restructuring, Pension Takeover (Bloomberg)
10/24/19 Twitter ad platform suffers tech glitches, hitting revenue; shares tumble (Reuters)
08/12/19 CBS shareholders to get slight premium from Viacom deal (Reuters)
08/12/19 Entercom slashes dividend by 78% (Philadelphia Business Journal)
08/05/19 GateHouse media parent to buy Gannett for $1.4 billion (Wall Street Journal)
06/07/19 Tribune Publishing to pay $56 million special cash dividend to shareholders (Chicago Tribune)
05/16/19 Gannett and Tribune may restart merger talks after surviving takeover bids (New York Post)
03/20/19 Reading Eagle to file for bankruptcy protection, meets with potential buyers (The Morning Call)
02/22/19 New York Times Subscriber Hunt Sends Gray Lady to Middle America (Bloomberg)
02/11/19 A hedge fund's 'mercenary' strategy: Buy newspapers, slash jobs, sell the buildings (Washington Post)
01/18/19 Decimation of daily newspapers sets stage for potential Star sale (Indianapolis Business Journal)
For more information on our research or our firm, please contact us by phone at (203) 930-7755 or by email info@huberresearch.com.
Huber Research Partners, LLC
4 Greenwich Office Park
Greenwich, CT
06831
​
(203) 930-7755
info@huberresearch.com
