Category: Media & Telecommunications

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Investing in Music Royalties through Reservoir Media (RSVR): Long-lasting Industry Tailwinds?

02/19/2026

Executive Summary Based on current industry tailwinds (7%+ structural growth), prior experience with acquiring music catalogs, and the substantial gap

Charter Comm.: Squeezed between Fiber Overbuilds and FWA?

09/09/2025

Executive Summary Charter Communications is one of the largest US cable operators, generating about USD 3.6 billion in levered after-tax