Valuing Businesses Using a Private Owner Approach
July 26, 2019
Hirsh, Joel D.
Finding Undervalued, Underappreciated Companies That Will Grow Over Time
July 12, 2019
Tanaka, Graham
Growth Anticipated for Ad-Supported OTT Services Despite Focus on Subscriptions
April 05, 2019
Moldow, Austin
Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics
October 05, 2018
Auxier, J. Jeffrey
Finding Growth Opportunities in Names Related to Housing and Millennials
August 10, 2018
Elmaleh, Jacques R., Rothenberg, Steven J.
Value Investing Alongside Proven Management Teams
July 24, 2017
Boskovich Jr., Joseph M.
Using Scenario Analysis to Look at a Company’s Range of Outcomes
February 24, 2017
Koontz Jr., Warren
Combining Fundamental and Technical Inputs in a GARP Strategy
January 27, 2017
Tuz, Peter W., Klintworth, Robert C.
Media Companies Challenged by Cord-Cutting Consumers
October 07, 2016
Mogil, Ben
Uptrend in TV Advertising as Data Measurement Improves
October 07, 2016
Nollen, Tim
Shift to Digital Media Creates New Revenue Streams
October 07, 2016
Meyers, Stan
Looking for Value with a Catalyst
December 31, 2015
Mullarkey, Christopher
Cable Channels Under Pressure as Consumers Drop Down Service Levels
October 09, 2015
Mogil, Ben
Entertainment and Media Companies Aim to Monetize Digital Consumption
October 09, 2015
Marsh, James
Building a Diverse Portfolio with a Hands-On, Bottom-Up Approach
April 22, 2015
Kessler, Marian L.
Strong Stock Selection Key to Building a Long/Short Fund
March 04, 2015
Matt W. Moran, Daniel R. Johnson
Investing in Consistent Companies at the Right Price
April 21, 2014
Yacktman, Stephen
A Balanced Yet Flexible Approach to Investing as the U.S. Economy Improves
February 24, 2014
Arani, Ramin
Media Companies Encounter Successes and Disruptions from the Digital Transition
October 21, 2013
Tullo, Richard
Nonadvertising Revenue Streams Grow for Media Companies
October 21, 2013
Dix, James
Entertainment Companies Driven by Advertising Market and the Impact of Digital
October 10, 2013
Marsh, James
Bottom-Up, Value Investing in Catalysts and Merger Arbitrages
February 19, 2013
Muoio, Salvatore
Content Creators Unscathed Despite Delivery-Platform Uncertainty
October 26, 2012
Miller, David W.
Seeking Stock-Specific and Thematic Catalysts in Large-Cap Value Investing
August 14, 2012
Senser, Jerrold K.
Monetizing New Content-delivery Platforms - David Bank - Rbc Capital Markets
October 31, 2011
Bank, David
Health It Companies Increase Ehr Bookings - Michael Cherny - Deutsche Bank Securities Inc.
October 31, 2011
Cherny, Michael
Ehr Solutions Providers Trade At High Multiples - Rafael Garcia & Patrick Dunn - Morningstar, Inc.
October 31, 2011
Dunn, Patrick
A Positive Long-term Outlook For Cable Networks - David C. Joyce - Miller Tabak + Co., Llc
October 31, 2011
Joyce, David C.
Investing In Oil Service & Equipment Providers - L. Farrell Crane Jr. - Energy Opportunities Capital Management
August 08, 2011
Crane, L. Farrell
Mlp Investing Strategies - Libby F. Toudouze - Swank Capital, Llc
November 15, 2010
Toudouze, Libby F.
Mergers & Product Promotions In Beverages - Kaumil Gajrawala - Ubs Investment Bank
December 21, 2009
Gajrawala, Kaumil
A Second Chance For Cable & Broadcasters - David C. Joyce - Miller Tabak + Co.
December 21, 2009
Joyce, David C.
Sweet Investments In The Confectioners Space - Charlie Mills - Credit Suisse
December 21, 2009
Mills, Charlie
Outlook For Western Banks - Aaron James Deer - Sandler O'neil + Partners, Lp
July 13, 2009
Deer, Aaron James
Investing With Expertise In Quality & Value - Jason J. Tyler - Ariel Investments, Llc
June 01, 2009
Tyler, Jason J.
RISK-AVERSE GROWTH INVESTMENT - J. MICHAEL BARRON & PETER M. SCHOFIELD - KNOTT CAPITAL MANAGEMENT
December 04, 2006
STEVEN FELDSTEIN - STEVEN FELDSTEIN & ASSOCIATES
August 14, 2006
KATHRYN VORISEK - FIDUCIARY MANAGEMENT ASSOCIATES LLC
July 24, 2006
NEWSPAPERS, ADVERTISING & MARKETING SERVICES: EDWARD ATORINO - THE BENCHMARK COMPANY LLC
November 21, 2005
JAMES HARDESTY - HARDESTY CAPITAL MANAGEMENT
November 21, 2005
KEITH GODDARD - CAPITAL ADVISORS INC
November 21, 2005
DIAGNOSTIC TOOLS & SERVICES: FRANK PINKERTON JR. - BANC OF AMERICA SECURITIES LLC
August 29, 2005
SCOTT STERLING - STERLING JOHNSTON CAPITAL MANAGEMENT LP
August 01, 2005
TONY ROSENTHAL - TIMESSQUARE CAPITAL MANAGEMENT LLC
January 31, 2005
Rosenthal, Tony
OUTLOOK FOR DEBT COLLECTION COMPANIES: JOE CHUMBLER - STEPHENS INC
January 17, 2005
Chumbler, Joe
ERIC BUSHELL - CI MUTUAL FUNDS INC
January 10, 2005
Bushell, Eric
JOHN LENNON - PYRAMID BREWERIES INC (PMID)
January 03, 2005
Lennon, John J.
ROUNDTABLE FORUM: MEDICAL SUPPLIES & DEVICES
December 13, 2004
Kalia, Suraj, Kammerman, Eli, Vendetti, Anthony V.
SAM KATZ - WELLSPRING BIOCAPITAL PARTNERS
November 22, 2004
Katz, Sam
WALTER TODD III - GREENWOOD CAPITAL ASSOCIATES
October 25, 2004
Todd, Walter B.
MARK YOSELOFF - SHUFFLE MASTERS INC (SHFL)
September 13, 2004
Yoseloff, Mark L.
GRACE FEY - FRONTIER CAPITAL MANAGEMENT CO LLC
August 30, 2004
Fey, Grace
CHRISTOPHER BROWN - PAX WORLD MANAGEMENT
August 16, 2004
Brown, Christopher H.
HOUSEHOLD & PERSONAL CARE PRODUCTS: LAUREN LIEBERMAN - CREDIT SUISSE FIRST BOSTON
July 26, 2004
Lieberman, Lauren
L.HOLTZ / Y.LIPSKER - ENGEMANN ASSET MANAGEMENT
July 19, 2004
Lipsker, Yossi, Holtz, Lou
JANE WILLIAMS - SAND HILL ADVISORS
February 09, 2004
Williams, Jane
BROADCASTERS & CABLE OPERATORS: DAVID JOYCE - GUZMAN & CO
February 02, 2004
Joyce, David
INVESTING IN EMERGING GROWTH, SMALL CAP STOCKS: MARKOS KAMINIS - STANDARD & POOR'S EQUITY GROUP
February 02, 2004
Kamin, Markos N.
C.COLARIK / R.MANCUSO - THE GLENMEDE TRUST COMPANY NA
February 02, 2004
Mancuso, Robert J., Colarik, Christopher J.
NEXT-GENERATION CABLE SERVICES: ERIK ZAMKOFF - INDEPENDANT RESEARCH GROUP LLC
February 02, 2004
Zamkoff, Erik B.
JOHN REED - BRITESMILE INC (BSML)
January 12, 2004
Reed, John L.
JAMES MILLER - S&T BANCORP INC (STBA)
December 08, 2003
Miller, James C.
Tina Larsson - Kinetics Paradigm Fund
October 27, 2003
Larsson, Tina
Rajiv Jain - Vontobel Asset Management Inc
October 13, 2003
Jain, Rajiv
J.mcalear / D.snee - Columbia Management Group
September 22, 2003
McAlear, James M., Snee, Deborah
Video Games & Toy Manufacturers: Anthony Gikas - U.s. Bancorp Piper Jaffray Inc
August 11, 2003
Gikas, Anthony
D.eby / R.torray - Robert E. Torray & Co Inc
June 23, 2003
Torray, Robert E., Eby, Douglas C.
Small & Mid-cap Defense Stocks: Peter Arment - Jsa Research
June 09, 2003
Arment, Peter
Joe Bruening - The Renaissance Group
May 26, 2003
Bruening, Joe G.
Dennis Dietz - First Financial Capital Advisors Llc
May 19, 2003
Dietz, Dennis C.
Joseph Frohna - U.s. Bancorp Asset Management
May 12, 2003
Frohna, Joseph
Charles White - Avatar Investors Associates
April 21, 2003
White, Charles M.
Nancy Tengler - Fremont Investment Advisors
April 14, 2003
Tengler, Nancy
Department & Discount Stores: Shari Eberts - J.p. Morgan Chase
March 17, 2003
Eberts, Shari Schwartzman
David Rea - Salem Investment Counselors
February 10, 2003
Rea, David B.
Jonathan Raclin - Barrington Research Associates Inc
February 03, 2003
Raclin, Jonathan S.
Richard Hochhauser - Harte-hanks Inc (hhs)
January 03, 2003
Hochhauser, Richard
James Oberweis - Oberweis Asset Management
December 23, 2002
Oberweis, James D.
Lisa Rapuano - Legg Mason Funds Management Inc
December 16, 2002
Rapuano, Lisa O'Dell
Malcolm Burke - Shep Technologies Inc (stlof)
November 18, 2002
Burke, Malcolm P.
Cruise Lines, Power Sports & Other Leisure Companies: Joseph Hovorka - Raymond James & Associates
September 30, 2002
Hovorka, Joseph D.
James Awad - Awad Asset Management
September 16, 2002
Awad, James D.
Husam Nazer - Tcw Investment Management Co
June 24, 2002
Nazer, Husam H.
Bradley Thompson - Oncolytics Biotech Inc (onc:tse)
May 06, 2002
Thompson, Bradley G.
E-finance Software Companies: Jeffrey Baker - U.s. Bancorp Piper Jaffray
April 22, 2002
Baker, Jeffery B.
David Jordan - First National Bank
April 22, 2002
Jordan, David C.
Tim Smith - Infinite Technology Corporation (itcj)
April 15, 2002
Smith, Tim B.
J.dohse / H.lansdowne - Tempest Investment Counselors Inc
March 25, 2002
Dohse, J. Jeffrey, Lansdowne, H. David
Advertising & Marketing Services: Alexia Quadrani - Bear, Stearns & Co Inc
March 03, 2002
Quadrani, Alexia
Publishing & Information Services: Kevin Gruneich - Bear, Stearns & Co Inc
March 03, 2002
Gruneich, Kevin
Gerald Szczepanski - Gadzooks Inc (gadz)
February 27, 2002
Szczepanski, Gerald R.
Timothy Allen - Laird Norton Trust Company
January 28, 2002
Allen, Timothy J.
Douglas Shaw - Suffolk Bancorp (subk)
January 21, 2002
Huszagh, J. Gordon, Shaw, Douglas Ian
Property Casualty Insurance Companies: Jay Cohen - Merrill Lynch
January 14, 2002
Cohen, Jay A.
Brian Kirkpatrick - Bridges Investment Counsel Inc
December 24, 2001
Kirkpatrick, Brian M.
Daniel Glassman - Bradley Pharmaceuticals Inc (bprx)
December 05, 2001
Glassman, Daniel
Charles Helme - Carret & Company Llc
December 03, 2001
Helme, Charles E.
Interactive Television & New Media Technologies: Murray Arenson - Morgan Keegan & Co
July 23, 2001
Arenson, Murray J.
Interactive Technology: David Lee Smith - Dain Rauscher Wessels
July 23, 2001
Smith, David Lee
Internet Media Stocks: Safa Rashtchy - U.s. Bancorp Piper Jaffray
July 23, 2001
Rashtchy, Safa
Newspaper Stocks: Leland Westerfield - Ubs Warburg
July 23, 2001
Westerfield, Leland
Adrian Day - Global Strategic Management
July 23, 2001
Day, Adrian
Axel Haas - Augusta Technologie Ag (508860.f)
July 05, 2001
Haas, Axel
Elizabeth Sonders - Campbell, Cowperthwait
April 02, 2001
Sonders, Elizabeth A.
Arthur Hopper - Church Capital Management
January 22, 2001
Hopper, Arthur
Opthalmology & Vision Care: Daivd Therkelsen - Dain Rauscher Wessels
December 18, 2000
Therkelsen, David A.
Broadcasting Stocks: Paul Sweeney - Credit Suisse First Boston
December 04, 2000
Sweeney, Paul T.
David Evans - Rs Investment Management
November 20, 2000
Evans, David
Specialty Pharmaceutical Stocks: Parice Halbert - American Express Financial Advisors
October 16, 2000
Halbert, Parice C.
Roundtable Forum: Media: Radio & Television
October 09, 2000
Miller, Victor B., Westerfield, Leland, Marsh, James M.
Daniel Becker - Waddell & Reed Investment Management
October 02, 2000
Becker, Daniel P.
Clifford Mpare - Ncm Capital Management Group Inc
September 18, 2000
Craig, Drake J., Mpare, Clifford D.
Carlos Bachrach - Investing In Latin America
July 31, 2000
Bachrach, Miguel, Bachrach, Carlos
F. Barry Nelson - Advent Capital Management
March 06, 2000
Nelson, F. Barry
Roundtable Forum: Staffing Industry
February 14, 2000
Saegebarth, Meg, Marcon, Marc S., Scott, Judith G., O'Halloran, F. Thomas, Steinerman, Andrew
Medical Technology : Chris Shibutani - Chase H&q
January 13, 2000
Faulkner, Robert, Shibutani, Chris
Specialty Retail Stocks : Amy Ryan - Prudential Securities
December 20, 1999
Ryan, Amy
Roundtable Forum: Practice Management Industry
December 14, 1998
Michalak, William J., Durow, Margot, Laudan, Ken R., Dickson, Craig
Roundtable Forum: Semiconductor Industry
December 07, 1998
Boucher, Charles F.
Fertilizer Stocks : Robert A. Koort - Deutsche Bank Securitiies
November 30, 1998
Koort, Robert A.
Steven Nichols - K-swiss Inc (ksws)
April 27, 1998
Nichols, Steven