1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (5968) 

Westport Asset Management Comments on Time Warner Inc.

August 08, 2013 | About:

The largest new commitment during the quarter was Time Warner, Inc. (TWX) whose businesses are the production of movies and video content for cable TV networks, TV series, and premium pay channel HBO. In addition, Time Warner, Inc. is spinning off its publishing unit later this year so the growth of the entertainment businesses will no longer be diluted. There is substantial interest from consumers and investors in streaming video sites accessed via the internet for a monthly subscription fee. Indeed, this is one of the key drivers in the performance of Netflix, Inc. shares this year. It is also attracting new entrants. With a new form of distribution and new distributors, quality programming should be increasingly valuable. Time Warner, Inc. is arguably one of the best producers of the needed content in a variety of formats.

From Westport Asset Management's second quarter 2013 letter.


Rating: 5.0/5 (1 vote)

Comments

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


rlalbersgood score screen
Wade WisnerScreenSummary 7/16
thanut7thai cash company3
EmiluchoNano 2
DBrizancanada 23Jul2016
DBrizanholdings beater23Jul2016
DBrizantop holdings beater
EmiluchoNano caps
pbarker467 values
roliEarning grwoth

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Login to add portfolio
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK