ClubCorp (MYCC) shares were cut in half in the first 8 weeks of 2016 as investors grew concerned about the company’s exposure to Texas. Approximately 30% of MYCC’s country clubs are in Texas with 8% in Houston. A second part of the problem was an extremely negative research report issued by a broker that emphasized […]
Liberty Media (LMCA/LMCK) reported quarterly results last week and as usual the focus was on the company’s portfolio of assets. Liberty trades in relation to its net asset value rather than its earnings and cash flow like most stocks. There were three interesting pieces of news from the press release and conference call. First, Liberty […]
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