Joe M.

Betting on Liberty’s Malone and Maffei

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.