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Tim Travis
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Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
My company:
T&T Capital Management
My blog:
T&T Capital Management Blog
My book:
Learn to Treat Your Portfolio as a Business
  • Liberty To Convert Shares To Gain Control Of Sirius-WSJ 1 comment
    May 31, 2012 10:58 AM | about stocks: SIRI, LMCA

    It looks like John Malone is moving forward with his plan to fully control Sirius XM Radio (SIRI). This was without a doubt one of the finest investment of the financial crisis. Malone owns some very valuable assets within his media empire and I'll be curious how he leads Sirius, which is without a doubt a great product, but one that is facing increasing competition from online competitors.

    http://online.wsj.com/article/SB10001424052702304821304577438081916918596.html?mod=WSJ_hp_LEFTWhatsNewsCollection

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Stocks: SIRI, LMCA
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  • The market seems to like it at the moment. Both are up. In your opinion is this a good thing for both companies? Subscribers to Sirius XM love the product.
    31 May 2012, 02:57 PM Reply Like
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