Liberty Capital Makes a play for Barnes and Noble

Liberty Capital (LCAPA) is an asset play. The stock trades with the value of the assets it owns including 40% of Sirius XM (SIRI), a double digit stake in Live Nation Ticketmaster (LYV), and smaller holdings in a variety of publicly traded media and telecom companies. LCAPA also owns a few significant private assets including […]

CBS and Virgin Media Momentum Continues

CBS and Virgin Media (VMED), two of Northlake’s larger holdings thanks to excellent stock price performance, reported earnings a few weeks ago. Both companies reported good results supporting the higher stock prices and setting the stage for future gains. Entering the report, I was a little worried about VMED due to strict austerity measures in […]