Published: July 31, 2017
SiriusXM is crushing it. After last week's earnings report, the stock shot up over 8% to an all time high. While many analysts and stock pickers love SIRI for its strong management, wide moats, and continuing growth, Drew Estes, a portfolio manager at Banyan Capital Management, says investors oft...
Published: March 27, 2015
Liberty Ventures (LVNTA) is a play on a high quality Liberty Media management team’s (John Malone, Greg Maffei) ability to source investment opportunities in the TMT space, monetize them in a highly tax-efficient manner, and create value through a positive NPV, tax-advantaged bond cash flow strea...
Published: September 24, 2012
I am recommending a short position in Pandora. At the current valuation, by my estimates, the Company needs to grow its' audience by almost 300% and increase its' mobile pricing by 120% (desktop still grows at 25%). While it may be able to accomplish one or the other, I think it is unlikely that ...
Published: June 18, 2012
With two sources of return: (1) the 25% potential fundamental return and (2) the possible return resulting from an LMCA takeout, SIRI a compelling buy.
Published: June 18, 2012
With two sources of return: (1) the 25% potential fundamental return and (2) the possible return resulting from an LMCA takeout, SIRI a compelling buy.