The wave of mergers and acquisitions we’ve seen recently between players in the TV world raises concerns for investors, says Arete Research’s Will Milner, since the implication of many of these mergers is that there’s some threat around the corner facing these TV companies which hasn’t yet showed up in financial results. Here Milner explains which sorts of mergers look most dubious to investors, and why many on Wall Street still aren’t sold on addressable TV advertising. Filmed in San Sebastian at TV Rise 2018.
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