Last night, we did a podcast on Netflix’s Q3’17 earnings (in addition to the PG / Trian proxy battle). I’ve found podcasting is good for talking about broader topics and poor for diving into specific investment thoughts / details, so I wanted to type up a few more investing /stock specific thoughts that popped up […]
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; […]
