John Janedis - Jefferies

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Last quote by John Janedis

Based on our SOTP [sum of the parts] analysis in a deal, we believe FOX is worth about $39/share, 40% above current levels. Our analysis assumes Disney would have to pay FOX close to $37B for the assets.feedback
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Nov 07 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which John Janedis is associated, including Fox News, March, and growth. Most recently, John Janedis has been quoted saying: “We expect the business will remain cash flow negative for several years, largely driven by significant cash spend on original programming.” in the article Not every Wall Street analyst is gaga over Netflix.
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John Janedis quotes

Jul 21 2016 - Fox

If this had happened 15 years ago, it would have a much greater impact. At this point, Fox News' growth is beyond one person.feedback

Jul 06 2016 - Netflix

Although NFLX's runway will span multiple years, our research suggests the domestic subscriber growth trajectory may be somewhat flatter than the market's current expectations.feedback

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