I think the answer to this specific question lies in what this specific investment group specializes in.
We see it all the time in real estate, stocks vs bonds, PE vs Buffett etc. One group loves what they invest in and often can't even understand why someone would even look at another similar investment type even though others are doing great at it.
A media savvy individual might look at the lack of TV contracts as a positive (I can build it like I want it) vs these guys who may need the TV revenue to make it pencil.
The reasons listed are interesting in that most of them are easy (relatively) fixes. There is work to do but that's often where the best investments are. If they want plug and play, they have to pay.
Also, what is their time frame for a good investment? So many investors look at immediate returns when the value is almost always long.