Hershey Posted November 21, 2017 Share Posted November 21, 2017 I am curious if there is an opinion about the relative value of owning the A or C class of shares in Disovery? Thank you. Link to comment Share on other sites More sharing options...
Jurgis Posted November 21, 2017 Share Posted November 21, 2017 I am curious if there is an opinion about the relative value of owning the A or C class of shares in Disovery? Thank you. When the ratio gets close to 1:1, switch to A. When it goes to ~1:1.05, go to C. Rinse, repeat. It used to roundtrip more often, now less. It would be nice to have an alert for this (and other Liberty multiclass shares). Anyone has ideas where/how? Link to comment Share on other sites More sharing options...
scorpioncapital Posted November 22, 2017 Share Posted November 22, 2017 A very bizarre thing has happened with FWONA and FWONK. The k which has the lower voting rights has traded below the a since almost the beginning of the year. It's the reverse with DISCA/K right now. Is it perhaps that in a merger the Ks were given as a currency and then there were selling shareholders and just more holders of K vs A? Would the same thing happen after DISCK/A merger ? Link to comment Share on other sites More sharing options...
Liberty Posted November 22, 2017 Share Posted November 22, 2017 A very bizarre thing has happened with FWONA and FWONK. The k which has the lower voting rights has traded below the a since almost the beginning of the year. It's the reverse with DISCA/K right now. Is it perhaps that in a merger the Ks were given as a currency and then there were selling shareholders and just more holders of K vs A? Would the same thing happen after DISCK/A merger ? Probably a liquidity discount. LILA and LILAK inverted for long periods too. Yesterday FWONK traded 1.44m shares and FWONA traded 188k shares. Link to comment Share on other sites More sharing options...
Jurgis Posted November 22, 2017 Share Posted November 22, 2017 Switched to FWONA and LILA long time ago. So any ideas of how to set up alert for ratios for all of these? Link to comment Share on other sites More sharing options...
Liberty Posted July 30, 2018 Share Posted July 30, 2018 John Malone interview in the Irish Times: https://www.irishtimes.com/business/media-and-marketing/i-love-the-place-us-billionaire-john-malone-on-his-300m-irish-portfolio-1.3578321 Link to comment Share on other sites More sharing options...
Liberty Posted August 14, 2018 Share Posted August 14, 2018 https://www.bloomberg.com/news/articles/2018-08-14/john-malone-the-cable-cowboy-isn-t-ready-to-hang-up-his-spurs The 77-year-old billionaire, who helped build the pay-TV industry and now sees it threatened by cord cutting, remains on the boards of eight public companies and has no plans to leave them. He’s still the largest shareholder of Charter, the No. 2 U.S. cable company. Two of his deputies are still directors at Lions Gate, an independent studio. And when he calls, executives still listen. Nothing is really changing, he says. Link to comment Share on other sites More sharing options...
chesko182 Posted November 12, 2018 Share Posted November 12, 2018 John Malone profiled in Barron's this weekend. Nothing mind blowing if you follow him closely, but a fun read.John_Malone’s_Liberty_is_a_different_ki...pdf Link to comment Share on other sites More sharing options...
DooDiligence Posted November 12, 2018 Share Posted November 12, 2018 John Malone profiled in Barron's this weekend. Nothing mind blowing if you follow him closely, but a fun read. Nice, thanks. "We're not out there competing to by RedHat for $35 billion, but we've always been an opportunistic company." ;D Do Malone & Rometty have a history? --- This old interview of Malone by David Faber on CNBC has already been linked here by Liberty but, IMO, it merits revisiting, (starting at minute 06:00 they talk about the Time Warner deal (this discussion is pre-approval.) Malone says this is one of the few diversification deals that ATT has done which makes sense, and then he explains why. I'm not pumping ATT, just saying that I trust this guy to know what he's doing. (I might, however, be pumping Charter and Disney ;) and Comcast to a smaller extent.) It's a fascinating discussion & gets quite deep & wide regarding the entire space. At minute 21:00 he talks about MVNO agreements. He says that a deeper / closer relationship with Verizon is important, but that doesn't mean owning or being owned by Verizon. He doesn't really explain what that "closer" relationship would entail? Link to comment Share on other sites More sharing options...
Liberty Posted November 14, 2018 Share Posted November 14, 2018 55-min Malone interview from this morning with David Faber: https://www.cnbc.com/video/2018/11/14/watch-cnbcs-full-exclusive-interview-with-liberty-media-chairman-john-malone.html?&qsearchterm=john%20malone Link to comment Share on other sites More sharing options...
gfp Posted November 14, 2018 Share Posted November 14, 2018 Really great to hear Malone just chat for almost an hour with a decent interviewer (Faber). I even got a text from my Mother, in her 70's, who is on an island somewhere in Greece at the moment, that she was watching John Malone live on CNBC. 55-min Malone interview from this morning with David Faber: https://www.cnbc.com/video/2018/11/14/watch-cnbcs-full-exclusive-interview-with-liberty-media-chairman-john-malone.html?&qsearchterm=john%20malone Link to comment Share on other sites More sharing options...
Liberty Posted November 14, 2018 Share Posted November 14, 2018 Really great to hear Malone just chat for almost an hour with a decent interviewer (Faber). I even got a text from my Mother, in her 70's, who is on an island somewhere in Greece at the moment, that she was watching John Malone live on CNBC. 55-min Malone interview from this morning with David Faber: https://www.cnbc.com/video/2018/11/14/watch-cnbcs-full-exclusive-interview-with-liberty-media-chairman-john-malone.html?&qsearchterm=john%20malone Nice. He did a nice shoutout to his wife near the end. 60 years of mariage. "She's number one to me." Link to comment Share on other sites More sharing options...
Liberty Posted February 28, 2019 Share Posted February 28, 2019 TCI 1991 annual report: https://drive.google.com/file/d/1xc-EI_a19yeXdESnIcOnk9goIax4XIzL/view h/t Link to comment Share on other sites More sharing options...
wabuffo Posted February 28, 2019 Share Posted February 28, 2019 I think it was from here - McGill University's Digital Library of Annual Reports -- lots and lots of old reports mostly from Canadian companies (or Canadian subsidiaries of US multinationals). https://digital.library.mcgill.ca/hrcorpreports/search/uncat.php wabuffo Link to comment Share on other sites More sharing options...
Liberty Posted February 28, 2019 Share Posted February 28, 2019 I think it was from here - McGill University's Digital Library of Annual Reports -- lots and lots of old reports mostly from Canadian companies (or Canadian subsidiaries of US multinationals). https://digital.library.mcgill.ca/hrcorpreports/search/uncat.php wabuffo Thanks. Unfortunately, they only have 1991 for TCI. Link to comment Share on other sites More sharing options...
Gamecock-YT Posted February 28, 2019 Share Posted February 28, 2019 http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/looking-up-old-annual-reports/ What’s old is new again Link to comment Share on other sites More sharing options...
Liberty Posted July 10, 2019 Share Posted July 10, 2019 Sun valley interview: https://variety.com/2019/biz/news/john-malone-faang-sun-valley-charter-1203263342/ Link to comment Share on other sites More sharing options...
DooDiligence Posted September 3, 2019 Share Posted September 3, 2019 Nice Tweet storm by Tren Griffin. Link to comment Share on other sites More sharing options...
Liberty Posted November 21, 2019 Share Posted November 21, 2019 This year's Faber interview with John Malone: https://www.cnbc.com/video/2019/11/21/watch-cnbcs-full-interview-with-liberty-media-chairman-john-malone.html Edit: Youtube link: Link to comment Share on other sites More sharing options...
Liberty Posted November 21, 2020 Share Posted November 21, 2020 Faber and Malone yesterday: (6 minute clip) Link to comment Share on other sites More sharing options...
dcollon Posted November 21, 2020 Share Posted November 21, 2020 Thanks for posting Liberty. It's always great to hear Dr. Malone's comments. Link to comment Share on other sites More sharing options...
jgyetzer Posted November 21, 2020 Share Posted November 21, 2020 Anyone know when Liberty typically posts the investor day presentation to the website? Link to comment Share on other sites More sharing options...
scorpioncapital Posted December 3, 2020 Share Posted December 3, 2020 Does anyone know where to find the cnbc Malone interview nov 2020 full length? It was on cnbc pro for like 24 hours after for free and then went paid. I wish I knew that as only saw a few minutes into it ) Link to comment Share on other sites More sharing options...
ander Posted December 4, 2020 Share Posted December 4, 2020 Does anyone know where to find the cnbc Malone interview nov 2020 full length? It was on cnbc pro for like 24 hours after for free and then went paid. I wish I knew that as only saw a few minutes into it ) I'm in the same boat. I'm not going to pay for CNBC Pro either. Link to comment Share on other sites More sharing options...
Liberty Posted February 26, 2021 Share Posted February 26, 2021 New 60-min interview with Malone: https://overcast.fm/+I5mtwfgfU Link to comment Share on other sites More sharing options...
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