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Everything posted by Liberty
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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
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That's pretty cool: https://www.theverge.com/2021/6/10/22527420/microsoft-xbox-tv-app-streaming-stick-xcloud?scrolla=5eb6d68b7fedc32c19ef33b4
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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.
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Brooklyn Investor post on Buffett/Berkshire
Liberty replied to Liberty's topic in Berkshire Hathaway
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
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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
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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
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https://www.wsj.com/articles/amazon-nears-deal-to-buy-hollywood-studio-mgm-11621880759?mod=breakingnews
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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#
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Thank you, Bizaro, nice find!
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https://twitter.com/alecstapp/status/1391580015981117441?s=21
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I posted some highlights from the Topicus Q1 transcript in this thread, if anyone is interested: https://twitter.com/LibertyRPF/status/1393657332790435840
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You beat me to it, I was coming here to say this. Cheers!
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Couple new acquisitions: via @pearnick
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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.
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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
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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
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Q1 is out: https://www.csisoftware.com/docs/default-source/investor-relations/statutory-filings/csi---press-release-q1-2021---final.pdf
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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'
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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:
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Musk getting a lot wealthier: https://www.wsj.com/articles/elon-musk-can-pocket-another-32-billion-of-tesla-shares-11619826814
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Q1 is out: https://www.ropertech.com/sites/default/files/Roper Q1 2021 Earnings Presentation FINALv.1.pdf
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https://www.theatlantic.com/ideas/archive/2021/04/alexei-navalny-showing-russians-what-courage/618666/
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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).
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https://www.reuters.com/world/middle-east/us-imposes-wide-array-sanctions-russia-malign-actions-2021-04-15/ Finally getting back to some accountability.