Cody in FT: Inside curve: Cable could win the battle but lose the war

My investing is based on a central thesis about the “content revolution” – the inexorable process by which the distribution of content, such as songs, books or films, is being taken from traditional distributors and democratised through online technology.

Not everyone in the content business will be a winner, but owning and distributing content that people find entertaining has been a great business. Even the companies that lose out because of the revolution are not doomed to death, writes Cody Willard. | Read