Our model is very much investing in media cash-flows. We don’t take positions in quoted media stocks, as that introduces too much exposure to volatile equity markets- and media tends to get hammered more than other sectors when the markets have any degree of turbulence in them.
James Clayton — Our model is very much investing in media cash-flows. We don
Our model is very much investing in media cash-flows. We don’t take positions in quoted media stocks, as that introduces too much exposure to volatile equity markets- and media tends to get hammered more than other sectors when the markets…