This will not come as a surprise to frequent readers, but the two topics I spend most of my time thinking / reading about are sports media (a recurring theme in my monthly “some things I like” is a sports media update) and the cable business (though honestly I think calling it a cable business is a bit of a misnomer as it makes people think about the legacy cable TV bundle; Charter’s (Disclosure: long) CEO refers to the company as a connectivity business and that’s the side I really think about when I say cable). The sports business and the cable / connectivity business obviously connect (pun intended) in a bunch of ways and touch tons of different related industries: the wireless companies (Verizon (disclosure: short in small size), T-Mobile, etc.), the networks (CBS, ABC, etc.), the broadcasters (SBGI, NXST, etc. who run the local big 4 affiliate and air the local news), the cable channels (Viacom, etc.), the tech companies (all the FANGs are making moves into the video business, a frequent theme of the monthly update is how the tech companies will move into sports rights domestically and have been doing so internationally, and all tech companies rely on the broadband and wireless providers for consumer access), and plenty of others.