Liberty Media Capital (LCAPA)
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- General Discussion on LCAPA
- Wall Street Breakfast: Must-Know News [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Under The Radar News - Monday [view article]
- Endgame Coming in InterActive/Liberty Battle [view article]
- Under The Radar News - Friday [view article]
- Betting on Liberty’s Malone and Maffei [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Greatest Valuation Changes Since 10/9 Peak [view article]
Recent LCAPA Articles
- Does Liberty Capital Want AOL's Dial-Up Business?
- IAC / InterActive's Barry Diller on The Spinoff Plan
- Wall Street Breakfast: Must-Know News
- Wall Street Breakfast: Must-Know News
- Under The Radar News - Monday
- Barry Diller's New Thorn: Live Nation
- Barry Diller's Legal Green Light: What It Means For IAC
- Liberty Media Loses Court Bid To Block IAC Split Up Plan
- Endgame Coming in InterActive/Liberty Battle
- DirecTV Estimates Raised on Lower Program Costs
- Full List of Articles »
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Wall Street Breakfast: Must-Know News [view article]
""Nearly half of the filings were initial notices of default, suggesting many new properties entered the process.""You mean we've been double counting all this time? Reply
Under The Radar News - Monday [view article]
is the stat correct, 3 out of 1000 homes in Q1 repossessed?that's 12 out of 1000 a year (1.2 per 100 per year). and since this is cumulative, over 5 years, that's 6 out of 100 or in layman's terms, 1.2 out of 20. holy sh^t !!!! that's pretty f'ing scary !!! Reply
Editors
General Discussion on LCAPA
Is this a buy or a sell? ReplyEndgame Coming in InterActive/Liberty Battle [view article]
no to urcite, sa este uvidi... ReplyEndgame Coming in InterActive/Liberty Battle [view article]
no to urcite, sa este uvidi... ReplyUnder The Radar News - Friday [view article]
Headline: EU fines Microsoft $1.3 Billion.Microsoft's reply to the EU should be, "Nuts!" (Yes, the World War II reference is intentional, for the edification of those among you who have mastered a little 20th century military history.) And, yes, there's a war going on, and it's reasonable to see this silly fine is part of that war.
Had an EU member nation developed software with the dominating market exposure Microsoft has achieved, the EU wouldn't have had any problem with the charges to competitors for interoperability info. Those charges would just be regarded as the price of admission.
So, where's this bogus EU fine coming from? To answer that question you have to ask another question: "Why isn't the EU trying to fine OPEC for excessive oil prices?"
Reply
Under The Radar News - Friday [view article]
It was called the Newton and it bombed... ReplyUnder The Radar News - Friday [view article]
More likely the Apple product would make real tablet computing possible. Whereas Surface is mostly designed to show how cold your drink is while playing Ms. Pacman. Surface isn't real, it was just trotted out to quell M$'s embarrassment for having nothing to compete with iPhone. ReplyUnder The Radar News - Friday [view article]
"A new Apple (AAPL) patent describes a large touch-based system designed to be used with both hands simultaneously. Perhaps a competitor to Microsoft's delayed Surface?"If so, it probably won't require 5 cameras and won't have the form factor of a coffee table.... Reply
Betting on Liberty’s Malone and Maffei [view article]
I would like to compliment Mike on this write up. This piece was well written and provides an excellent analysis on Liberty Interactive (LINTA). I've been following Malone's empire for several years and have reached similar conclusions regarding the LINTA shares. I wouldn't be surprised if the recent weakness experienced at QVC proves short-lived in which case investors are getting a real bargain at current levels. Nevertheless, as Mike points out, QVC is just one of the undervalued properties held by this overlooked tracking stock. ReplyWall Street Breakfast: Must-Know News [view article]
Numbers are always decieving to the mathamaticlly challenged. Especially during these times of so called crisis. Throwing money out to the public will only cause further pains down the road if no road map is used or planned spending utilized. Our economy though, does need to move on even though problems exist at all levels. Working together instead of deflating our existences truly will help. Let's hope the road is a smooth one. ReplyWall Street Breakfast: Must-Know News [view article]
I always find the drop in new home sales interesting. In this section of Florida new home construction has been down some 80%, now what would any intelligent person think sales would do? The free market has reacted in a predictable way. Enonomic news seems to be a continual self fullfilling prophecy, with emphais on the negative. ReplyGreatest Valuation Changes Since 10/9 Peak [view article]
johnny99 is right about CRS. In fact, consensus earnings estimates for CRS have gone up since 10/9, while the price (split-adjusted) is about the same. That means that CRS's estimated next-year P/E has probably gone down! ReplyGreatest Valuation Changes Since 10/9 Peak [view article]
The figures posted for CRS ignore the recent 2:1 stock split. If that is included, there is almost no change, a marked difference from the ~100% change shown. Reply