Consumer >> Analyst Interviews >> October 26, 2012

Content Creators Unscathed Despite Delivery-Platform Uncertainty

David W. Miller is a Managing Director at Caris & Company, Inc., covering the media and entertainment industries, and is focused on several subsegments within the sector, including film exhibition, digital cinema, broadcasting and cable television, theme parks, home video, entertainment licensing, terrestrial radio, outdoor advertising, Internet media and emerging technologies. Before joining Caris, Mr. Miller was a Managing Director and Senior Research Analyst at Sanders Morris Harris Group, based in Los Angeles. While at Sanders Morris Harris, and in 2003, Mr. Miller was ranked number one by Institutional Investor magazine for the media sector among boutique/regional firms. In 2010, Mr. Miller was ranked number one by StarMine for earnings accuracy in the media sector. Before Sanders Morris Harris, he was a Vice President covering the media/entertainment sector at Sutro & Co., also in Los Angeles. Mr. Miller has held a variety of position throughout multiple industries, including notable roles at the Walt Disney Company and Texaco, Inc. Mr. Miller graduated from Northwestern University in 1990 with a B.S. in communications and political science, and holds an MBA from The University of Chicago. He holds the 7, 63, 86 and 87 securities registrations. Profile
TWST: You cover various subsegments within the media and the entertainment sector. About which of those subsegments are you most bullish at the moment and why?

Mr. Miller: The movies,