Liberty Media (LMCA/LMCK) reported a typically quiet quarter. Over 80% of the value in Liberty is represented by the company’s controlling stake in Sirius XM Satellite Radio (SIRI). SIRI reported a great quarter a few weeks ago with better than expected subscriber growth and financial results. Management raised 2015 guidance and we still think the […]
It was quarter at Liberty Media (LMCA/LMCK) and Liberty Broadband (LBRDA/LBRDK). This was no surprise at Media as the slimmed down company is mostly now just a holding company for its 58% stake in Sirius XM Satellite Radio (SIRI). SIRI had already reported a strong first quarter, including raising full year guidance on a number […]
Not a lot of value added in the Liberty Media (L) 4Q05 earnings release or conference call. As expected, all of the discussion concerned operating results at QVC and Starz Encore and the upcoming restructuring of L into two stocks. I can accept the complex analyst spreadsheets that suggest L shares have a net asset […]
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