LowIQinvestor

BRK at close to BV is good enough for me! ( rather be roughly right than precisely wrong ) Railroad values holding up nicely ( see Union Pacific stock ) Apple on fire tons of dry powder Adding today very aggressively have a great day!

Vivendi SOTP indicates this is 50% + undervalued UMG alone is worth $33B & total market cap is currently $24B Ticker: VIVHY Anyone else looked at this lately? It seems crazy https://variety.com/2020/music/global/vivendi-closes-sale-of-10-of-umg-to-tencent-led-consortium-1203549838/ https://www.bloomberg.com/news/articles/2020-04-20/vivendi-sales-gain-as-justin-bieber-helps-offset-hit-to-ad-unit

LONG Beiber !? https://www.bloomberg.com/news/articles/2020-04-20/vivendi-sales-gain-as-justin-bieber-helps-offset-hit-to-ad-unit

Yup! Vivendi is very cheap & buybacks are exceptional at today's price. Trades at a 50% discount to NAV LONG VIVHY

So MSG has about $1.3 Billion in net cash? Seems more than enough to weather the storm.. Great news that the spinoff is still happening I think NBA games come back sooner than expected (with no fans). Test all the players for COVID & let them play---TV viewership / ratings would be off the charts! Seems at least 50% undervalued.

:o "$SYTE makes material misrepresentations in its Q3 10-Q. We notified them of these errors, but ENDI repeats them in its 11/14 Investor Presentation."

You'd think the stock would be up on this news!? Go figure People really do hate Dolan I guess

Silicon Valley fund seeks major stake in New York Knicks, Rangers: https://nypost.com/2019/11/03/silver-lake-seeks-piece-of-lowly-knicks-rangers/

https://lightshedtmt.com/2019/10/28/as-msg-circles-catalysts-360-in-view-initiating-with-buy-rating/ We believe a minority sale of the Knicks and Rangers will come in the next few months, but have not included that upside in our $360 PT $MSG

This feels like forced selling/ capitulation I bought some today Don't forget that they are expecting mid-teens, low teens growth rate from active AR in the back half of the year.

Technical pressure. 13mm shares were tendered implying some ppl bought shares ahead of the tender with the expectation that they'd be able to tender them at a small profit. Tender came in well below the expected price which made all those tender trades unprofitable. Since 13mm shares were tendered and only 5mm were bought back, that leaves 7mm shares that needed to be dumped today to get out of the trade. Good explanation! thanks Just saw that Arlington Value added significantly to ADS in Q2 Now his 2nd largest position outside of Berkshire! https://www.dataroma.com/m/holdings.php?m=AV

ADS just bought back 9.9% of shares outstanding reminds me of when they did this in 2008-2009 https://seekingalpha.com/news/3492530-alliance-data-buy-back-9_9-percent-shares-tender-offer

Read this-Multiple more catalysts Retrophin: Highly Investable, Except For A 'Pharma Bro' Problem https://seekingalpha.com/article/4274126-retrophin-highly-investable-except-pharma-bro-problem

ADS redeems all of the outstanding Senior Notes due 2021 & approved a new $1.1 billion share repurchase program beginning July 5, 2019 https://www.prnewswire.com/news-releases/alliance-data-announces-stock-repurchase-program-300881410.html

RTRX!! http://www.globenewswire.com/news-release/2019/06/28/1876255/0/en/Retrophin-Announces-FDA-Approval-of-THIOLA-EC-tiopronin-100mg-and-300mg-Tablets-for-the-Treatment-of-Cystinuria.html?culture=en-us