Industry & Services >> Analyst Interviews >> October 10, 2013
Entertainment Companies Driven by Advertising Market and the Impact of Digital
James Marsh is a Managing Director and Senior Research Analyst at Piper Jaffray & Co., following entertainment, radio and television broadcasting, outdoor advertising and publishing companies. Previously, he co-founded Hanover Square Capital Management, LLC, a hedge fund focused on the consumer and media sectors. Prior to that, Mr. Marsh covered the radio and television broadcasting, publishing and outdoor advertising sectors at Cowen & Co., Robertson Stephens and Prudential Securities. In 2004, Mr. Marsh ranked third in stock picking for the broadcasting & entertainment sector in The Wall Street Journal's "Best on the Street" analyst survey, also ranking on the survey for forecasting in 2001 for broadcasting and in 2000 for publishing. Marsh holds an MBA in finance and international business from New York University and a BSBA in accounting from John Carroll University. He is a Chartered Financial Analyst as well as a Certified Public Accountant. Profile
TWST: You cover radio, television broadcasting and publishing. What are the important investment themes you are watching in the space right now?