Note: I wrote this LVNTA / GNCMA (disclosure: I'm long both) update in late September; however, I didn’t want to post it till the shareholder votes went through. As we inch towards the deal closing / as hordes of investors post the idea on Sumzero (and I’m sure posts on VIC, Seekingalpha, etc. are coming […]
Liberty Ventures (LVNTA) trades at a deep discount to net asset value (NAV) NAV is certainly understated After the GCI deal goes through, LVNTA should become a share repurchase machine and will likely be acquired at a nice premium in the next few years On April 4, Liberty Ventures (AKA Ventures; ticker: LVNTA / LVNTA; […]
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