2015年全美研究团队：媒体，3号：迈克尔·纳撒森

迈克尔·纳撒森Moffettnathanson捕获第三名，从去年的亚军上改善了他的亚军。52岁的分析师监控12美国媒体公司，他的助理占额外的三家公司。在整个领域，整体纳撒森有一个中立的立场。“我们看到媒体公司的三个关键领域的结构风险：国家广告消费疲软，电视评级下降，因为消费者有利于您的需求点播，慢速但稳定地跌落于每年的薪酬电视订阅者，因为年轻的消费者少他建议的传统视频捆绑支付愿意。亚慱体育app一个持续和多年生的例外是沃尔特迪斯尼有限公司，纳撒森多年来敦促投资者购买。The Burbank, California–based diversified entertainment conglomerate — and the U.S.’s largest media company, by market capitalization — continues to win his favor by again beating earnings forecasts and delivering strong performance across many of its franchises, including the ESPN sports network, films and theme parks. Over the 12 months through mid-September, Disney advanced 16 percent, to $102.84, while the sector slipped 1.5 percent and the broad market was down 2.6 percent.