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

07/23/21   Credit Rating Agencies: Weekly Debt Issuance Data
07/23/21   Credit Rating Agencies: U.S. & Euro Credit Spreads

07/12/21   Weekly Report: Media, Internet, & Info. Services

COMPANY REPORTS

07/23/21   Company Report: Equifax (EFX)
07/23/21   Company Report: Thomson Reuters (TRI) *
07/23/21   Company Report: Publicis Groupe (PUB-PAR) *
07/23/21   Company Report: Snap (SNAP)
07/22/21   Company Report: Equifax (EFX)
07/22/21   Company Report: Interpublic (IPG)
07/21/21   Company Report: Netflix (NFLX)
07/21/21   Company Report: Omnicom (OMC)
07/20/21   Company Report: Omnicom (OMC)
07/16/21   Company Report: Interpublic (IPG)
07/16/21   Company Report: Publicis Groupe (PUB-PAR) *
07/15/21   Company Report: Live Nation (LYV) *
07/15/21   Company Report: MSCI (MSCI)
07/12/21   Media Fact Book - Summer 2021
07/09/21   Company Report: Nielsen (NLSN) *

07/02/21   Company Report: TEGNA (TGNA) *
07/01/21   Company Report: MSCI (MSCI)
06/30/21   Company Report: FactSet (FDS)
06/29/21   Company Report: CarGurus (CARG) *
06/29/21   Company Report: FactSet (FDS)
06/28/21   Company Report: S&P Global (SPGI)
06/24/21   Company Report: Criteo (CRTO) *
06/24/21   Company Report: Moody’s (MCO)
06/23/21   Company Report: IHS Markit (INFO) *
06/23/21   Company Report: IHS Markit (INFO) *
06/22/21   Company Report: TransUnion (TRU)
06/18/21   Company Report: New York Times (NYT) **
06/18/21   Company Report: Nielsen (NLSN) *
06/16/21   Company Report: Interpublic (IPG)
06/15/21   Company Report: MSCI (MSCI) *
06/14/21   Company Report: Omnicom (OMC)
06/11/21   Company Report: Gannett (GCI)
06/10/21   Company Report: Sinclair (SBGI)
06/08/21   Company Report: Interpublic (IPG)
06/07/21   Company Report: WPP (WPP) *

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)

Click here for reports

* Covered by Doug Arthur

** Co-Covered by Doug Arthur & Craig Huber

Recent

PRESS

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)
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)

Click here for press

For more information on our research or our firm, please contact us by phone at (203) 930-7755 or by email info@huberresearch.com.