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Liberty

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Everything posted by Liberty

  1. 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
  2. That's pretty cool: https://www.theverge.com/2021/6/10/22527420/microsoft-xbox-tv-app-streaming-stick-xcloud?scrolla=5eb6d68b7fedc32c19ef33b4
  3. 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.
  4. New post from a few weeks ago about BRK AGM: http://brooklyninvestor.blogspot.com/2021/05/brk-2021-annual-meeting.html
  5. They bought MGM for 8.45bn: https://www.cnbc.com/2021/05/26/amazon-to-buy-mgm-studios-for-8point45-billion.html
  6. 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
  7. 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
  8. https://www.wsj.com/articles/amazon-nears-deal-to-buy-hollywood-studio-mgm-11621880759?mod=breakingnews
  9. 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#
  10. https://twitter.com/alecstapp/status/1391580015981117441?s=21
  11. I posted some highlights from the Topicus Q1 transcript in this thread, if anyone is interested: https://twitter.com/LibertyRPF/status/1393657332790435840
  12. You beat me to it, I was coming here to say this. Cheers!
  13. Couple new acquisitions: via @pearnick
  14. 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.
  15. If anyone wants a full transcript of the AGM, Koyfin has it here: https://app.koyfin.com/news/ts/eq-hc42hq I've also shared a bit more of my thoughts on the AGM in this: https://www.libertyrpf.com/p/126-constellation-software-annual
  16. I posted some of my notes from the AGM here, if anyone's interested (there's a second one in the same thread): https://twitter.com/LibertyRPF/status/1390288551946952708?s=20
  17. Q1 is out: https://www.csisoftware.com/docs/default-source/investor-relations/statutory-filings/csi---press-release-q1-2021---final.pdf
  18. https://www.prnewswire.com/news-releases/constellation-software-reaches-agreement-with-fair-isaac-corporation-to-purchase-its-collection-and-recovery-business-301284087.html 'Constellation Software Reaches Agreement with Fair Isaac Corporation to Purchase Its Collection and Recovery Business'
  19. Topicus Q1 is out: https://topicus.com/news/constellation-software-inc-and-topicuscom-inc-announce-results-for-topicuscom-inc-for-the-first-quarter-ended-march-31-2021 27% EBITDA margins? Am I misreading that? wow Nice organic:
  20. Musk getting a lot wealthier: https://www.wsj.com/articles/elon-musk-can-pocket-another-32-billion-of-tesla-shares-11619826814
  21. Q1 is out: https://www.ropertech.com/sites/default/files/Roper Q1 2021 Earnings Presentation FINALv.1.pdf
  22. https://www.theatlantic.com/ideas/archive/2021/04/alexei-navalny-showing-russians-what-courage/618666/
  23. I watched Apple's event and jotted down my thoughts as I watched. Decided to post it here: https://www.libertyrpf.com/p/apple-event-my-thoughts-april-20 I was expecting the new iMacs, but they only updated the smaller ones... I'm probably buying a bigger one whent hey come out. Hopefully they segment it as pro and make them much better (M1x instead of M1, FaceID, etc).
  24. https://www.reuters.com/world/middle-east/us-imposes-wide-array-sanctions-russia-malign-actions-2021-04-15/ Finally getting back to some accountability.
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