Professional
Added to YB: 2025-04-17
Pitch date: 2025-04-14
GCI [neutral]
Gannett Media Corp.
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Company Info
Gannett Media Corp. operates as a publishing and marketing solutions company. It publishes daily newspapers, including USA TODAY; weekly newspapers; magazines; and local-focused websites in the United States and the United Kingdom.
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Sector
Media
Category
value
Miller Deep Value Select Strategy Portfolio Holding: Gannett Co., Inc.
GCI (holding update): Digital transformation drives success with 200M audience, digital rev to reach 50% this year. Mispriced at 0.17x rev, >50% FCF yield vs NYT 3x P/S, 15x EV/EBITDA. Anti-trust lawsuit vs Google similar to DOJ case, handled by success-fee firm w/$1B+ history. Share price reflects little of transformation & lawsuit upside.
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