Author Topic: Ask Packer - No Seriously, Ask Him Anything (AHA)!  (Read 232796 times)

NormR

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #560 on: November 11, 2017, 10:23:30 AM »
The Bonhoeffer Fund  (Sorry for the paywall.)


mhdousa

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #561 on: January 02, 2018, 08:20:36 AM »
Hey Packer -

Someone on Reddit is curious about your background (or at least the speculation is that this is about you)!
https://www.reddit.com/r/SecurityAnalysis/comments/7mhfze/how_to_dig_into_hedge_fund_managers_background/

-M

fareastwarriors

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #562 on: January 10, 2018, 04:19:01 PM »
Hi Packer,

What do you think about Entercom Communications and other radio stocks?


Packer16

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Re: Ask Packer - No Seriously, Ask Him Anything (AHA)!
« Reply #563 on: January 17, 2018, 05:16:26 AM »
I still like the radio stocks.  The Entercom deal is good as long as the acquisition does not dilute the sports/news talk culture of their existing stations.  This will gain scale but in these firms you need to careful that you donít create syndicated vs. customized networks which hurt the model in the long term.  I still like TSQ & SALM for their tight communities.

Packer