Curious if anyone recommends any good books / materials / primers on the media & communications space. Moving to a firm with an industry focus in the area and hoping to read / learn more about the sector from an investor perspective.
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I would recommend trying to read as much research as possible - Moffettnathanson, Lightshed, etc. I'd also recommend trying to learn about spectrum / communications technology if your firm works in that. Its a jargon / technical space - so good to have some info going in.
Also, and while this is not strictly investing related, I would recommend reading some of the books regarding the key icons in the media space just learn more about the landscape etc - Cable Cowboy (about John Malone) and Ride of a Lifetime (by Bob Iger) are some good ones to start with.
Thank you for the recommendations! I recently read Disney War and thought that was great as well.
Oooooh, in that case I'd also recommend Work In Progress which is Michael Eisner's autobio done before the downward spiral and take over attempt.
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