Davis Freeberg’s Digital Connection

Posted on May 27th, 2008 by Davis
Filed under: VOD | Comments Off

Jonathan Weill with Bloomberg news noticed that CBS’ market cap is currently lower than their book value. When a stock is trading under it’s book value, vulture value investors tend to start getting interested, but in CBS’ case this may have all the makings of a value trap. The problem, most of the assets on [...]

Posted on May 23rd, 2008 by Davis
Filed under: Media, SA | Comments Off

DivX reported their 1st quarter earnings on Monday and while I’m still waiting to read the actual 10k before digging too far into the numbers, I did want to comment on what I see as a significant shift in strategy. Over the last 7 years, DivX has done an impressive job of building an eco-system [...]

Posted on May 7th, 2008 by Davis
Filed under: DRM, Disclosure - I own stock in co. mentioned, DivX, Netflix, SA, TV, Technology, VOD | 2 Comments »

Just when you thought it was safe to salvage your Moviebeam box for spare parts, there’s new hope on the horizon that Moviebeam may once again be coming to a television screen near you. Like a zombie from a bad horror flick, Moviebeam continues to rise from the dead feasting on the rotted brains of [...]

Posted on May 5th, 2008 by Davis
Filed under: Movies, TV, Technology, VOD | 2 Comments »

Posted on May 1st, 2008 by Davis
Filed under: Disclosure - I own stock in co. mentioned, TiVo, VOD | Comments Off