Liberty

That would be a good way to deploy more capital. If CHTR merges with TWC and others and becomes a behemoth worth 40+ billion or whatever, Malone's 35% cap becomes a lot less constrictive...

http://www.denverpost.com/breakingnews/ci_23694015/exclusive-john-malone-bets-broadband-return-u-s Via Indy on the general board.

Thanks!

Good move, congrats to Paul!

Question for people who know about this kind of things: "Malone’s company agreed not to up its stake in Charter beyond 35% until January 2016 and after that must stay below 39.99%." So if Charter starts to acquire other companies for stock, Liberty's position in Charter will go down as a percentage... Are the 35-39.99% caps readjusted downward to account for the dilution, or can Malone suddenly start buying more from the new diluted lower base?

Have you looked at SolarCity? Of course, it's probably better for you to buy the system outright since you have the capital... But maybe they offer something that could interest you.

Another interview with Mark Morabito: http://gallery.mailchimp.com/b1d65fcee4f081aa63c849aa5/files/ADV_Grandich_July_18_2013.pdf

DBs up 10% today http://web.tmxmoney.com/charting.php?qm_page=11983&qm_symbol=FTP.DB Wonder if some info is leaking about the cogen..

If wonder if Sanjeev did another masterful option trade this time? ;)

Anyone has a good book on Icahn to recommend? I've never been too interested in the man, but maybe if I knew more about what he's done I would be..

Thanks Uccmal. There's a question about buybacks (which unfortunately doesn't elucidate much about why they only spent 1 billion):

http://brooklyninvestor.blogspot.ca/2013/07/yahoo-alibaba-group.html

They recently said they're "confident" they'll get to 800 cars per week by late 2014. Still a small part of the capacity of the NUMMI plant that they bought, though (I think it can handle 500k/year).

Interesting paper on housing in Canada. The intro's a bit too cute, but good overview and lots of interesting charts and stats: http://www.cansofunds.com/wp-content/uploads/2013/07/Canso-Px-The-Canadian-Housing-Market-July-2013-Revised-2.pdf

Anyone had a chance to listen to the conference call? Anything interesting?

Maybe you were thinking of the Mavericks Lecture at University of Denver? Thank you, that's the one. You're quick. I had actually found it and came back here to post the link, but you beat me to it. Many thanks. I also found these two in my archives, in case anyone is interested: http://www.forbes.com/forbes/1999/1018/6410126s1.html http://www.multichannel.com/distribution/unleashing-liberty-malone-muses-global-cable-content-us-economy/139975

I'm trying to find another video interview with John Malone that was posted somewhere on this forum a few months ago. If I remember correctly, it was in some kind of academic context (he was speaking in some school?)... Anyone remembers that one and has the link? Thanks.

People tend to overestimate the range that they need. Unless you are one of those rare people who constantly drive very far without stopping much, 300 miles is already more than it might seem if you compare directly to a gas-car; by that I mean that electric cars are usually fully charged when you leave the house in the morning, so you always have a "full tank", while gas cars are only charged every X number of days, so you leave the house on many days with probably a lot less than 300 miles of potential range yet that's not a problem.

Don't feel too bad. Gas and diesel-powered vehicles have received all kinds of direct and indirect subsidies for decades, a lot more than electric cars are likely to ever get. Just the military costs of securing oil routes and oil producing countries around the world would probably pay for a Model S for everybody in the US...

300 miles, but it depends on conditions and many are getting more than that apparently. http://www.teslamotors.com/models/options

Thank you, I haven't seen that one. Will watch it later tonight :)

Wish I had been around for that. Lotsofcoke, any other recommendations for us? :D

Welcome back to the board, Lotsofcoke. I joined after you left, but it's nice to meet you and see that your legend was kept alive during your hiatus! :)

I don't think the SIRI thread has been linked from here, so here we go: http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/siri-sirius-xm-radio/ I find the Charter stuff very intriguing, and I've been taking another look at LMCA recently.

Thanks for posting.