The Ledger: Shamrock Capital on Why Media Is a Compelling Bet After Comcast-NBCUniversal Split

Merger and acquisition activity in the media business was already in high gear when Comcast announced this week that it was splitting the company in two, separating its broadband business from NBCUniversal. Comcast stock went up on the news and the big question on investors' minds: who will acquire NBCU? Wall Street has already started to place bets on what chunks NBCU or Comcast might sell off and which buyers will surface. Netflix, anyone? I talked with Michael LaSalle of Shamrock Capital about these shake-ups. And while he didn't want to comment directly on the upcoming split, he said . . .