INDEPENDENT

EQUITY RESEARCH

& ADVISORY FIRM

Huber Research Partners Chart
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

06/04/21   Credit Rating Agencies: Weekly Debt Issuance Data
06/04/21   Credit Rating Agencies: U.S. & Euro Credit Spreads

05/03/21   Weekly Report: Media, Internet, & Info. Services

COMPANY REPORTS

06/03/21   Company Report: Fox Corporation (FOXA) *
05/28/21   Company Report: Graham Holdings (GHC)
05/27/21   Company Report: New York Times (NYT) **
05/26/21   Company Report: New York Times (NYT) **
05/26/21   Company Report: Moody’s (MCO)
05/19/21   Company Report: Criteo (CRTO) *
05/18/21   Company Report: Scripps (SSP)

05/17/21   Company Report: MSCI (MSCI)
05/17/21   Company Report: Carvana (CVNA) *
05/17/21   Company Report: News Corp. (NWSA)
05/13/21   Company Report: Cars.com (CARS) *
05/13/21   Company Report: Audacy (AUD)
05/12/21   Company Report: CarGurus (CARG) *
05/11/21   Company Report: Live Nation (LYV) *
05/11/21   Company Report: TEGNA (TGNA)
05/11/21   Company Report: TEGNA (TGNA) **
05/11/21   Company Report: ViacomCBS (VIAC)
05/10/21   Company Report: Meredith (MDP)
05/10/21   Company Report: Nielsen (NLSN) *
05/07/21   Company Report: Audacy (AUD)
05/07/21   Company Report: Scripps (SSP)
05/07/21   Company Report: News Corp. (NWSA)
05/06/21   Company Report: CarGurus (CARG) *
05/06/21   Company Report: Fox Corporation (FOXA) *
05/06/21   Company Report: ViacomCBS (VIAC)
05/05/21   Company Report: New York Times (NYT) **
05/05/21   Company Report: Graham Holdings (GHC)
05/05/21   Company Report: Sinclair (SBGI)
05/05/21   Company Report: New York Times (NYT) **
05/05/21   Company Report: Nexstar (NXST)
05/04/21   Company Report: Thomson Reuters (TRI) *
05/04/21   Company Report: TransUnion (TRU)
05/04/21   Company Report: Meredith (MDP)
05/04/21   Company Report: Nexstar (NXST)
05/03/21   Company Report: S&P Global (SPGI)
04/30/21   Company Report: Twitter (TWTR)
04/30/21   Company Report: Moody’s (MCO)
04/29/21   Company Report: Meredith (MDP)
04/29/21   Company Report: WPP Plc (WPP) *
04/29/21   Company Report: S&P Global (SPGI)
04/29/21   Company Report: Facebook (FB)
04/29/21   Company Report: Interpublic (IPG)
04/28/21   Company Report: WPP Plc (WPP) *
04/28/21   Company Report: Moody’s (MCO)
04/28/21   Company Report: Interpublic (IPG)
04/28/21   Company Report: MSCI (MSCI)
04/27/21   Company Report: TransUnion (TRU)
04/27/21   Company Report: MSCI (MSCI)
04/26/21   Company Report: Netflix (NFLX)

04/23/21   Company Report: FactSet (FDS)
04/23/21   Company Report: Snap (SNAP)
04/23/21   Company Report: Equifax (EFX)
04/22/21   Company Report: Criteo (CRTO) *
04/22/21   Company Report: Equifax (EFX)
04/21/21   Company Report: Omnicom (OMC)
04/21/21   Company Report: Equifax (EFX)
04/21/21   Company Report: Netflix (NFLX)
04/20/21   Company Report: Omnicom (OMC)
04/19/21   Company Report: Tribune Publishing (TPCO) *
04/19/21   Company Report: Publicis Groupe (PUB-PAR) *

04/16/21   Company Report: TEGNA (TGNA) *
04/16/21   Company Report: MSCI (MSCI)
04/15/21   Company Report: TEGNA (TGNA)
04/15/21   Company Report: New York Times (NYT) **
04/14/21   Company Report: Omnicom (OMC)
04/13/21   Company Report: IHS Markit (INFO) *
04/12/21   Company Report: Fox Corporation (FOXA) *
04/12/21   Company Report: Interpublic (IPG)

04/07/21   Company Report: ViacomCBS (VIAC)

04/05/21   Company Report: Meredith (MDP)
04/05/21   Company Report: TEGNA (TGNA) *
04/01/21   Company Report: Nielsen (NLSN) *

* Covered by Doug Arthur

** Co-Covered by Doug Arthur & Craig Huber

Recent

PRESS

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)
12/03/18   Emanuel confidant Michael Sacks eyes Tribune Publishing (Crane's Chicago)
11/01/18   Failing? No, says New York Times after online boost (Reuters)
11/01/18   Cordillera station buy to lift Scripps' retrans, political ad revenues (SNL Kagan)
10/26/18   Snap Shares Fall Despite Beating Earnings and Revenue Estimates (The Street)
10/19/18   Interpublic Organic Growth Surpasses Rivals on Higher Client Spending (Reuters)
09/24/18   Time Magazine's Financials Show Erosion in Print Business (Wall Street Journal)
09/07/18   Facebook's Ad Partners Are Sticking With the Platform: Goldman (The Street)
09/06/18   Bloomberg Markets TV Appearance on CBS (Bloomberg News)
09/06/18   CBS negotiating Moonves' exit and Viacom merger standstill: sources (Reuters)
09/06/18   Anonymous op-ed good for 'failing New York Times' (Crain's New York)
09/04/18   Wall Street's 30 Days of Hell: No Sleep, No Meals, No Family (Bloomberg)
08/27/18   Netflix Stock Is on a Mini Winning Streak - Here's Why (The Street)
08/09/18   Tronc shares leap on news of Donerail takeover interest (New York Post)
08/07/18   Bridgeman urged to proceed with caution in Sports Illustrated bidding (Courier-Journal)
07/27/18   CBS Slides as CEO Les Moonves Is Accused of Sexual Misconduct (Barron’s)
07/25/18   Tronc shares tumble despite takeover rumors (New York Post)
07/20/18   Analysis: FCC’s character concerns imperil more than Sinclair’s Tribune deal (SNL Kagan)
07/13/18   Netflix’s Risk from Rising Interest Rates is Just a ‘Rounding Error’ (Business Insider)
07/09/18   Groupon Acquisition Is a ‘Discount Deal’ for the Right Buyer (TheStreet)
07/01/18   Buyers Are Circling Tronc After Split With Flagship LA Times (Bloomberg)
06/16/18   Historic sale of the LA Times to billionaire Soon-Shiong to close on Monday (LA Times)
05/11/18   Thomson Reuters expects higher 2018 costs, shares drop (Reuters)
05/03/18   New York Times' subscriber addition slows, shares fall (Reuters)
04/12/18   Facebook could enjoy the 'unintended consequences' of new regulations (Business Insider)
03/21/18   Meredith to cut about 1,200 jobs, sell some Time publications (Reuters)
03/21/18   Time Magazine, Fortune Put Up for Sale by New Owner Meredith (Bloomberg)
03/08/18   Tronc shares tank after execs offer no fiscal guidance for 2018 (New York Post)
02/27/18   Netflix is already up 45% this year-you might want to just 'buy the darn thing' (Business Insider)
02/23/18   Kylie Jenner fleeing Snap might be just the beginning (Business Insider)
02/08/18   New York Times beats as digital subscriptions surge, shares rise (Reuters)
02/07/18   Bil. Soon-Shiong close to deal to buy LA Times & San Diego Union-Tribune (LA Times)

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
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