Category: BATRA

Some things and ideas: April 2019

Posted On April 30, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Some things and ideas: March 2019

Posted On March 29, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Thoughts and notes from #LibertyInvestorDay 2018

Posted On November 16, 2018
It’s not a secret that I’m a Liberty fan-boy, and I’d suspect a decent percentage of my readers are as well. Liberty Investor Day was Wednesday (you can find the morning slides here),  and given the wealth of Liberty content (Malone’s interview with Barron’s, Malone’s interview with David Faber, Greg Maffei’s interview), I couldn’t help […]

A single so far, but the Braves could turn into a home run $BATRA

Posted On July 27, 2018
About a year ago, I wrote up the Liberty / Atlanta Braves (BATRA; disclosure: long). Shares were trading at around ~$23/share then and are a hair over $25 today, so the results so far have been acceptable but far from a home run. I think that’s set to change in the near future. A combination […]

Brave deeper into the Liberty complex $BATRA

Posted On July 13, 2017
I’ve got a few other companies I wanted to write about, but given their shareholder webcast is early next week, my last post was on LVNTA (which I am very long), a tweet on them drew a nice response, and I am trying to convince Greg Maffei to let me race the Freeze at the […]