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    1. Whitney George on 4Q13: Market Shows Resilience in Spite of Macro Headwinds

      Headlines

      Mon, 13 Jan 2014

      direct marketing distribution set-up while GameStop’s video game business was allegedly destined to go the way of Blockbuster Video . Much of the criticism was coming from the hedge fund community, especially those with a much shorter-term investment

    2. GameStop and Our Long-Term, Contrarian Investment Approach

      Headlines

      Wed, 13 Nov 2013

      ultimately share the same fate as Blockbuster Video , the company’s share price ..... noticed between GameStop and Blockbuster Video early on was that, unlike Blockbuster ..... that was considered the next Blockbuster Video to a business that looks poised

    3. On Wall Street, Netflix Is a Comeback Kid — But Can It Stay on Top?

      Headlines

      Tue, 18 Jun 2013

      Standard & Poor’s 500 index. The streaming and DVD rental company was an unlikely Wall Street star, to say the ..... inventory. This is why Netflix was not steam-rolled by Blockbuster and Walmart.” Netflix’s innovative customer research was its ace in

    4. Netflix's Letter to Customers Is a Panic Move

      Commentary

      Mon, 19 Sep 2011

      streaming. The company had a competitive advantage in the DVD rental business, but as we've stated repeatedly, streaming ..... only commands about half a million subscribers, and Blockbuster has had limited success establishing a large presence

    5. A Surprising Secret to Netflix’s Runaway Success

      Headlines

      Wed, 7 Sep 2011

      Netflix debuted in 1999, it sought to differentiate its DVD rental -by-mail service by not placing limits on the length ..... rallying cry and eventually forced its biggest competitor, Blockbuster , to follow suit. What no one realized at the time was that this policy, which

    6. UPDATE 4- Blockbuster takeover bid by Dish wins judge's OK

      Headlines

      Thu, 7 Apr 2011

      * Blockbuster CEO sees Dish assuming many store leases (Adds transaction close date, Dish closing share price)

    7. Demand for NCR's Products Remains Weak

      Commentary

      Fri, 23 Oct 2009

      returns. Meanwhile, NCR continues to invest in developing and deploying entertainment kiosks in partnership with Blockbuster BBI , and management reaffirmed its intention to deploy 10,000 kiosks by the second half of 2010. This venture will

    8. Demand for NCR's Products Is Weak

      Commentary

      Thu, 23 Apr 2009

      which dispense DVDs to consumers, in partnership with Blockbuster BBI by the end of 2010. NCR will build, deploy, and operate the kiosks while Blockbuster will provide merchandising and marketing support

    9. Circuit City under Review

      Commentary

      Wed, 2 Jul 2008

      the Tuesday announcement that Blockbuster BBI has withdrawn its proposal to acquire Circuit City. In April, Blockbuster announced that it offered to acquire ..... to due diligence. On Tuesday, Blockbuster cited deteriorating market conditions

    10. Circuit City Reports 1Q Results

      Commentary

      Fri, 20 Jun 2008

      extreme fair value uncertainty rating. In our view, Blockbuster 's BBI proposed acquisition creates a wider range of reasonable ..... assign a value to Circuit City's shares. In April, Blockbuster announced that it offered to acquire Circuit City

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