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February 2010

Recs

3

Smack Back! - ALD's reply to PSEC

February 22, 2010 – Comments (0) | RELATED TICKERS: ALD , PSEC

In my last blog post, I highlighted a nearly insane letter from the head of Prospect Capital to the head of Allied Capital.  Allied is currently in the process of trying to be acquired by Ares Capital, and PSEC has put in some unsolicited bids for Allied in the form of cash plus shares in the proposed new company formed by PSEC plus ALD.  [more]

Recs

2

Content generation / content delivery

February 07, 2010 – Comments (6) | RELATED TICKERS: CMCSA , DTV , SIRI

I've been posting comments on Rick Munarriz' (TMFBreakerRick)'s recent articles (here and here) regarding SIRI and DTV, and I think a thesis is emerging.  This crystallized in my head today when I came across this article in the Boston Globe regarding a war for subscribers between Comcast and Verizon in the Boston area; that article implicitly references this New York Times article called "Cable Freedom, Aided by a Mouse."  [more]

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