dealjunkie

Should Liberty Starz Trade at a Discount?

If Buffet and friends are correct that a wise place to invest is in a natural monopoly with very high barriers to entry, then TV is the wrong place to be - competition has been building for 50 years and entry is cheap - while SIRI is the monopoly for sat radio. The barriers to entry at the moment are huge and there are 100,000,000 cars on the road (?) which do not yet have sat radio.

Malone will move to take SIRI.


On Nov 14 11:13 AM Pell wrote:

> Recent news suggest Libert will be consolidating their corporate
> structure. Or in the article's words "simplify". Their ownership
> in different companies has gotten so diluted with so many different
> arms to manage its makes sense.
>
> I believe like Connorport Liberty is reorganizing itself for M&A.
> In fact wasn't t the Starz arm which recently hasthe opprotunity
> to a R/S and offcially took that off ht etable when they announced
> news of "simplifying" their ownerships?
>
> There has aso been rumors Liberty and Malone my be marketing Direct
> TV for sale.
>
> My belief is there is too much competition in TV and with the right
> managmenet and money supply SIRIXM is a better fit for Malone right
> now.
>
> I think under Malone we will see SIRIXM expand and create the real
> Smart Phone. TV, Radio etc with the ability to get signals anywhere
> in the world.

Riding the Rails: Why BNI Was Berkshire's Best Bet - And Vintage Buffett

Buffet knows too much about Chinese investment prospects to take that shot. The Chinese government is everywhere and is there a government anywhere that has been a trustworthy investment partner for an outsider?
DealJunkie


On Nov 04 12:10 AM Mark Anthony wrote:

> My comment is Warren Buffet has good big picture view, bad timing
> and bad pricing. Every one in the world has known for two years that
> Warren Buffett loves railways. He openly talked about it more than
> two years ago. So why why he picks a time to pay nearly the higest
> price? Way over-paid.
>
> If he likes railway, Chinese railways are way much better play. The
> capacity of China's railways transportation is stretched tot he extreme.
> Whole America's railway system has excessive capacity that is idled.
>
>
> If he likes commodity and transportation play, he should be buying
> coal mines, and he should be buying dry bulk shippers. Both sectors
> are dirt cheap compare with railways.
>
> seekingalpha.com/autho...
>
> I am afraid Warren Buffett is getting too old to calculate relative
> valuations correctly. There are so many good under-valued assets
> around at dirt cheap price. Railway will be the last thing I will
> pick up. It's going to be good, but just not as good as other things.

Gold Stocks Set for Big Advance

If gold is such a bad investment, why are there still no gold cooins available for retial purchase. There are signs all over "WE BUY GOLD" and none for sale.

What gives?

Preferreds Get Crushed Again

These charts are interesting, b ut they do not demonstrate that preferreds have been hurt more than any other asset class. IF this is true, is there a plausible explanation?

Gazprom: Most Appreciation Potential In Its Sector

will you still like Gazprom after Putin leaves?

Cramer Pleads for a Fed Rescue as Bear Stearns Hit

Cramer is less than irrelevant. He is a circus sideshow performer. The Fed will not be bothered with his noisy performance and it is difficult to understand why any serious investor pays attention to him.