Liberty Media (LMCA/LMCK) reported an uneventful quarter. Not much of a surprise given all the restructuring activity in the past six months as the company split into two, separating its 28% stake in Charter Communications into newly formed Liberty Broadband (LBRDA/LBRDK). Northlake clients now own stock in both classes of stock at both companies. LMCA/LMCK […]
Comcast (CMCSK) reported another good quarter with mid single digit growth in revenue and operating cash flow and double digit gains in free cash flow. Leaving aside all the noise around net neutrality regulation and the regulatory review of the Comcast-Time Warner Cable merger, CMCSK is executing very well on a consistent basis. Investors have […]
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