The average audience share of major Russian TV channels for 2010-2013

A Rerun of CTC Media (CTCM)

Earlier this week, John (@portfolio14) reminded me of the first company write-up on this blog, CTC Media (CTCM) – a Russian TV broadcaster. All the negative news from Russia are attracting more and more value investors’ attention. While US stocks…

Performance Review of Student of Value Write-Ups

In my last post, I decided to implement Value and Opportunity’s idea of tracking stocks that I have sold or passed on as a great way of calibrating my investment process.  Here are the results. It has been a little…

Russian TV: CTC Media (CTCM)

Russian TV: CTC Media (CTCM)

For those of you feeling adventurous, I am proposing this Russian stock.  There are plenty of risk factors, which is why I will start with them.  If you are not deterred, you may consider this an intelligent speculation.  But first…