Letters by company
Gray Media, INC
4 letters discussing GTN. Everything written about it on this site is on its ticker page.
- Miller Value Partners Deep Value Strategy Taking Advantage of Low Market Expectations Deep Value Select shifted capital from prior winners into turnaround situations and mispriced cyclicals as market concentration around large AI companies widened valuation gaps. The strategy added Concentrix, while arguing that Fossil Group, Gray Media, USA Today and Nabors retain catalysts through business transformations, advertising, litigation, energy markets and debt reduction. third quarter 2026 CNXC $2BFOSL $499MGTN $617M
- Miller Value Partners Finding Value in a Momentum Market Deep Value Select argues that momentum-driven AI and semiconductor valuations embed overly optimistic assumptions, while smaller value companies and energy remain overlooked. It added to Crescent Energy and Gray Media after price declines, initiated Coty as a turnaround investment, and sees Bloomin Brands’ operational transformation supporting margin recovery. Q2 2026 BLMN $889MCOTY $3.6BCRGY $5.8B
- Miller Value Partners Deep Value Strategy: Rising Uncertainty Leads to Greater Long-Term Opportunity Deep Value Select increased Gannett and Nabors Industries after their selloffs, arguing that digital transformation, drilling technology and balance-sheet actions are underappreciated. The strategy also initiated JELD-WEN, citing restructuring savings, owned real estate and a potential housing recovery, while retaining Gray Media on expected free-cash-flow generation and debt reduction. first quarter 2025 GTN $617MJELD $86MNBR $1.3B
- Brandes Investment Partners Brandes Core Plus Fixed Income Fund Quarterly Commentary The Brandes Core Plus Fixed Income Fund added Amazon, Oracle and Sopaipilla Investor bonds while tendering Baxter International and allowing Ford Motor Credit to mature. The fund maintained a defensive stance through shorter-maturity corporates, a Treasury allocation and an underweight in agency mortgage-backed securities, citing tight spreads and risks of further rate volatility. third quarter 2026 META $1.6T
