Sinclair: Managing Secular Pressures Well (Upgrade)
Shares of Sinclair ( SBGI ) have been a mixed performer over the past year, losing about 5% of their value (though they pay a 7% dividend). Ongoing concern about the long-term decline of broadcasting has been a persistent pressure, especially as Sinclair’s efforts to be aOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a questio ...