LMCA - Reasonable Valuation + Partnering with Excellent Capital Allocator John Malone
Liberty Media Corporation (LMCA) - Recommended to subscribers on May 15th 2014 at $125.00
1) Stock Split of Broadband and Charter/Cable assets to make more appealing to investor base.
2) Possible Acquisition of Comcast SpinCo by CHTR
3) New Investments in LYV at attractive Forward Rate of Returns
4) Under-appreciated assets including Atlanta Braves etc
5) Recovery of SIRI share price due to continued cash-flow growth.
6) Partner with John Malone and Greg Maffei