Category: LSXMK

Malone's perplexing rights offering spree $LILAK $LSXMK

Posted On August 6, 2020
Something I've wondered about a few times: what stock has burnt the most value investors (had the most value investors invested into them but ended up exploding)?

Liberty's no longer #trackersforlife $LSXMA $FWONA $LYV $SIRI

Posted On April 24, 2020
A few years ago, I was reviewing Liberty Media's investor day and noticed a funny typo in Bloomberg's transcript. Instead of Greg Maffei (Liberty's CEO) saying they would treat shareholders well, the transcript had Greg saying they would "mistreat" shareholders. I posted it and tagged Greg, and he responded that they were in the tracking […]

Some things and ideas: January 2019

Posted On January 31, 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 […]