Saibus Research

Fundamental Deep Value Research

[Saibus Research @saibusresearch]

$LEE: Berkshire Recognizes’s Lee’s Above Average Performance With New Management Deal. https://t.co/8S5rhRZ3KD via @hvst #newspapers #value #valueinvesting $BRK #WarrenBuffett

[Saibus Research @saibusresearch]

New Media Investment Group: Acquisitions and New Businesses Help Boost Cash Flows https://t.co/2r7frUyOs9 via @hvst $NEWM #DigitalMarketing #DigitalTransformation #Newspapers #Media #Print #Earnings #Dividends

[Saibus Research @saibusresearch]

$HHC is 31% Overvalued. https://t.co/6bqHNDIj2l @HVST

#RealEstate #REIT #realestateinvesting #Land #PlannedCommunities #condominiums

[Saibus Research @saibusresearch]

Check out our latest report on $GCI. #newspapers #DigitalMarketing #DigitalTransformation #dividends #earnings https://t.co/oKhlwvw0Pe

[Saibus Research @saibusresearch]

Gannett’s ReachLocal Acquisition Finally Pays Div... https://t.co/a7yHZn5xO6

[Saibus Research @saibusresearch]

Gannett’s ReachLocal Acquisition Finally Pays Div... https://t.co/a7yHZn5xO6

[Saibus Research @saibusresearch]

#DigitalFirstMedia wins the #BostonHerald with an $11.9 Million bid, more than the combined bids of $NEWM and Revolution? #newspapers #Newspaper #DigitalTransformation #media https://t.co/kP87xeQ76G

[Saibus Research @saibusresearch]

Maybe #WarrenBuffett and $BRK's presence will be the #adultsintheroom that $TEVA has been lacking for some time. #BerkshireHathaway #Berkshire #generics #drugs #Pharmaceutical #pharma https://t.co/3vGA4xYxWI

[Meg Tirrell @megtirrell]

$TEVA up on new Berkshire Hathaway stake

[Saibus Research @saibusresearch]

LEE: Strong Buy Thesis Still Intact Despit... https://t.co/uDgh2pSFu4

[Saibus Research @saibusresearch]

$LEE: Strong Buy due to Stable EBITDA, Steady Deleveraging and Potential Debt Refinancing https://t.co/xQvPU09CtN via @hvst #newspapers #media #specialsituations #value #valueinvesting #deepvalue #digital #digitaladvertising #digitaltransformation #digitalmarketing

[Saibus Research @saibusresearch]

Hey @khaiboston and @brookhurstcap, check out @SalvoPartners's favorable Salvos on $LEE. #newspapers #media #DigitalTransformation #Newspaper #print #DigitalMarketing https://t.co/A7VzfO1BZc

[Saibus Research @saibusresearch]

@SalvoPartners $LEE is trading at 5.1X Adjusted EV/Adjusted EBITDA versus 9X for $NEWM and $GCI yet $LEE has better Adjusted EBITDA Margins, comparable EBITDA trends and is more aggressively reducing its leverage versus 2 peers. #newspapers #Newspaper #DigitalMarketing #DigitalTransformation

[Saibus Research @saibusresearch]

@SalvoPartners $LEE is trading at 5.1X Adjusted EV/Adjusted EBITDA versus 9X for $NEWM and $GCI yet $LEE has better Adjusted EBITDA Margins, comparable EBITDA trends and is more aggressively reducing its leverage versus 2 peers. #newspapers #Newspaper #DigitalMarketing #DigitalTransformation

[Saibus Research @saibusresearch]

@SalvoPartners $LEE's weighted average cost of debt (excluding debt issuance costs) is 413BP higher than $TRNC's even though they both have similar Adjusted EBITDA and Lee's debt requires more mandatory debt prepayments.

[Saibus Research @saibusresearch]

$AHC trading at 31% discount to fair intrinsic value. https://t.co/SIcRqY3wV4

#Newspapers #newspaper #DigitalMarketing #SpecialSituations #media #MandA #mergers #divestitures

[Saibus Research @saibusresearch]

$PTNR EBITDA grows due to cost cuts. #earnings #Wireless #Communications #telecom #telecoms #Israel https://t.co/B8I86ar41M

[Saibus Research @saibusresearch]

Gannett’s Cost Cuts Are Paying #Dividends https://t.co/gfTipTxklj via @hvst $GCI #DigitalTransformation #Media #Newspapers #Earnings

[Saibus Research @saibusresearch]

$AHC announces #realestate sales, #buyback & special #dividends https://t.co/GQR22ZBcKu #newspapers #DigitalMarketing #DigitalTransformation

[Saibus Research @saibusresearch]

Kinder Morgan: Don’t Be Distracted By Recent Dividend Increase https://t.co/5KTVbeO4KQ via @hvst $KMI #energy #NaturalGas #NatGas #Dividends

[Saibus Research @saibusresearch]

We believe $MNI will return to profitability even with declining #revenue ... in 2020. #newspapers #media #earnings https://t.co/MbI7Q22ExZ

[Saibus Research @saibusresearch]

$TRNC welcomes back @NYDailyNews. #MergersAndAcquisitions #newspapers #Advertising #digital #media https://t.co/46MdlQix5m

[Saibus Research @saibusresearch]

$ACY's #sales and #earnings continue to climb under its new CEO. https://t.co/sNE5rYJ8uC #aircraft #leasing