Liberty

Andrew Walker wrote a bunch about PSTH recently: https://yetanothervalueblog.substack.com/p/breaking-down-the-ridiculously-complex https://yetanothervalueblog.substack.com/p/further-breaking-down-and-simplifying

That's pretty cool: https://www.theverge.com/2021/6/10/22527420/microsoft-xbox-tv-app-streaming-stick-xcloud?scrolla=5eb6d68b7fedc32c19ef33b4

Almost done with the audiobook of this one and liking it so far. If you liked Everything Sore, this is kind of the continuation of that.

New post from a few weeks ago about BRK AGM: http://brooklyninvestor.blogspot.com/2021/05/brk-2021-annual-meeting.html

They bought MGM for 8.45bn: https://www.cnbc.com/2021/05/26/amazon-to-buy-mgm-studios-for-8point45-billion.html

Here's a version without paywall: https://www.msn.com/en-us/tv/news/watch-cnbcs-full-interview-with-liberty-medias-john-malone-on-warnermedia-discovery-deal/vi-AAKktQ5?ocid=uxbndlbing

Recent John Malone interview on CNBC: https://www.cnbc.com/video/2021/05/24/watch-cnbcs-full-interview-with-liberty-medias-john-malone-on-warnermedia-discovery-deal.html

https://www.wsj.com/articles/amazon-nears-deal-to-buy-hollywood-studio-mgm-11621880759?mod=breakingnews

The official audio of the AGM from May 6 is now on the site: https://www.csisoftware.com/investor-relations/annual-general-meeting/2021/05/11/audio-and-transcript-of-the-2021-agm#

Thank you, Bizaro, nice find!

https://twitter.com/alecstapp/status/1391580015981117441?s=21

I posted some highlights from the Topicus Q1 transcript in this thread, if anyone is interested: https://twitter.com/LibertyRPF/status/1393657332790435840

You beat me to it, I was coming here to say this. Cheers!

Couple new acquisitions: via @pearnick

My bad, I mistook last year's transcript for this year. Didn't re-read it after having just listened, and the similar date fooled my brain.