Benjamin Swinburne
Benjamin Swinburne
believe benefit capture economics economy-and-economics growth investor opportunity radio rare remains represents returns satellite secular view
Our view on satellite radio remains bullish, and we believe that pay-radio represents a rare opportunity to capture secular growth as an investor and that duopoly economics will benefit returns over time.
cash deem deliver flow free given media positive primarily stock stocks value viewed
We deem this a positive for the stock given that media stocks are now primarily viewed as value stocks that need to deliver free cash flow to outperform.
cash conviction flow free level results
Our conviction level has been buoyed by Sirius' fourth-quarter results and long-term free cash flow outlook.