News Media Monopoly

Irreplaceable media IP and distribution: NYT, DIS, GOOG (YouTube), CMCSA

News & Media Monopoly

Total Return

+43.6%

Sharpe Ratio

0.64

Max Drawdown

-17.9%

Win Rate

51.4%

Alpha

-10.3%

Comp. Score *

0.06

Risk Parameters

Max Allocation8.1%

Stop Loss17.9%

Take Profit6.4%

Max DD Tolerance17.9%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy 0.5% below market in uptrend.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
CMCSA	BUY	26%	19.7% below entry	7.1% above entry	7.4%	TV YH
NWSA	BUY	24%	17.9% below entry	6.4% above entry	8.1%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -40% drawdown to return 84% long-term. - Exit rule: Exit only if regulation breaks the monopoly (antitrust action).

Avg 5Y Return

49.1%

Avg 5Y Sharpe

0.33

10Y Return

83.6%

10Y Sharpe

0.22

HODL Composite

0.26

Consistency

67%

Suitable for passive