They say that a good captain will go down with their ship, but what can you say about the guy who climbs on-board after the ship has begun taking on water? Over the last few years, Blockbuster Video has hit iceberg after iceberg and while they’ve avoided capsizing this long, a $300 million looming debt [...]
Posted on April 12th, 2010 by Davis
Filed under: DVDs, Kiosks, SA, VOD | 8 Comments »
TiVo doesn’t know whether or not their injunction against Dish’s DVR will hold up yet, but that hasn’t stopped them from adding to their patent portfolio in the meantime. In a remarkable filing with the USPTO, TiVo appears to have now won an important patent for displaying closed caption information to DVR customers. In addition [...]
Posted on February 11th, 2010 by Davis
Filed under: Disclosure - I own stock in co. mentioned, SA, Slingbox, TV, TiVo | 9 Comments »
*Disclaimer – This post should not be construed as investment advice or a recommendation to buy or sell any of the securities mentioned. Small cap stocks in general tend to be much more dangerous than larger companies and investors are highly encouraged to speak with their own financial adviser and to perform their own due [...]
Posted on January 26th, 2010 by Davis
Filed under: Disclosure - I own stock in co. mentioned, DivX, SA | Comments Off
Ten years ago, Blockbuster video was on top of the world. They didn’t know it at the time, but it was the golden age for the video store. After years of reminders to be kind and rewind, consumers were adopting DVD players en masse and needed a source for their entertainment needs. For better or [...]
Posted on January 20th, 2010 by Davis
Filed under: DVDs, Kiosks, Media, Movies, Netflix, SA, VOD | 3 Comments »
I know that I’ve been critical of DivX’s efforts to woo Hollywood in the past, but I’ve also got to give them credit for a win when I see one and I think they knocked it out of the park when it comes to Paramount. Recently, Paramount announced that they were going to be distributing [...]
Posted on November 18th, 2009 by Davis
Filed under: DVDs, DivX, HDTV DVDs, Media, Netflix, SA, VOD | 2 Comments »
Photo by C-Bunny. Just in case you think Blockbuster’s problems are isolated to a declining video store industry, I’d encourage you to take a closer look at their latest 10-Q filing. Despite there being clear growth in the DVD by mail category, Blockbuster is hemorrhaging subscribers. In fact, the percentage of people giving up on [...]
Posted on August 21st, 2009 by Davis
Filed under: DVDs, Netflix, SA | Comments Off
You Win Some You Lose Some Additional ruling 3 good transcripts with background on case to date (1 , 2 , 3 ) It’s been nearly two years since DivX filed their “pre-emptive” lawsuit against Universal music group and so far, there really hasn’t been much to talk about. DivX’s original lawsuit was thrown out [...]
Posted on August 7th, 2009 by Davis
Filed under: DivX, SA, VOD | 1 Comment »
Photo by Thomas Hawk One of my very first jobs was working behind a concession counter for a big multi-plex cinema. It isn’t the sort of place where one would expect to learn a life skill, but early on I learned an important lesson in business, the art of the up-sell. You see, movie theaters [...]
Posted on July 20th, 2009 by Davis
Filed under: DRM, Music, Netflix, SA, Technology | 6 Comments »
Over the years, we’ve seen stock promoters use spam and junk faxes as a way to hype their securities and while these methods are still in use today, they lack a certain amount of credibility that most investors are looking for. With the masses growing increasingly numb to these tactics, the wolves of Wall St. [...]
Posted on July 9th, 2009 by Davis
Filed under: SA, Spam, Technology, Web 2.0 | 1 Comment »
One of the things that I love about publicly traded companies is the amount of information that they have to publish in their regulatory filings. Combing through the gaboolgook of business speak, legal disclaimers and operating results probably doesn’t sound all that exciting, but it can be fun when you find secrets buried in the [...]
Posted on June 28th, 2009 by Davis
Filed under: Ask Davis, SA | 2 Comments »