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This week Doug Kass blogged on current market conditions and why Disney is more optimistic about China and sports programming than most investors are.
The CEO outlined the telecom's big plans for delivering wireless broadband and streaming video.
The streaming leader is directing more of its spending towards original content, and its size is making the media industry uneasy. Amazon, HBO and Hulu should look to take advantage.
The number of people terminating their pay-TV contract is increasing, especially among young people.