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    Quote Originally Posted by Steiny View Post Hey...

    Quote Originally Posted by Steiny View Post
    Hey Muscle, I haven't been as involved with the stock market since I started my outsourced accounting firm so I cannot speak with 100% certainty on this....
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    Thanks Steiny. Agree with you on Malone and...

    Thanks Steiny. Agree with you on Malone and cable. That's why Charter is part of my portfolio in addition to Comcast/TWC. I see more consolidation in the sector by Charter. On the content side Disney...
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    Steiny - Never got a response on this. Are you...

    Steiny - Never got a response on this. Are you seeing anything out there in media growth (content or distribution) with a reasonable EBITDA valuation, that I am missing in this portfolio? Comcast,...
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    Already found a possibility - Starz! Posting...

    Already found a possibility - Starz! Posting stuff sure is a great way to organize thoughts and force you to do research. Love it! Time Warner (TWX), Viacom, Fox.......just not that interesting. I...
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    Steiny - Trying to form the portfolio around...

    Steiny - Trying to form the portfolio around content and distribution. Comcast, Sirius, Time Warner Cable, Charter, Disney, CBS. What am I missing? Thesis is broadband adoption favors cable...
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    Picked up some more Disney today. They increased...

    Picked up some more Disney today. They increased their dividend last week. Jessica reiterated her buy, on the Merrill US 1 list, yesterday and the market is getting walloped. Good time to buy the...
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    I don't believe most people who read message...

    I don't believe most people who read message boards post messages. Demian told me John Tinker from Maxim used to read my Comcast posts on Sat Radio Playground and Tuna Amobi from S&P stayed on the...
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    I think my time has just about run out here guys....

    I think my time has just about run out here guys. I am sure I will be banned soon enough, so before that happens I will say good luck, have fun and learn EV/EBITDA and Free Cash Flow per share! LOL...
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    I have been saying for about 2 years now since...

    I have been saying for about 2 years now since Mel left on an EV/EBITDA basis Sirius is pretty fairly valued. At points it has been overvalued. Now that they are producing a tremendous amount of FCF...
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    I like to to post information about media stocks....

    I like to to post information about media stocks. Mostly from reputable industry publications and Wall Street analyst excerpts. I think that is what stock boards are for. Good Information. I don't...
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    Not exactly one like you who values companies on...

    Not exactly one like you who values companies on eyeballs and eardrums instead of cash flow, am I?
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    For people who spend no time learning how to...

    For people who spend no time learning how to value a company and just daytrade, you are correct. For people who actually use their brains and understand that investing in a company's stock means you...
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    I sent you one personal message saying I have...

    I sent you one personal message saying I have amassed over a million in stock investing, researching media companies for over 2 decades as a hobby, and calling you a rookie who doesn't know how to...
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    So you don't know how to do stock valuations but...

    So you don't know how to do stock valuations but you do know how to lie? You said you put me on ignore. Do us all a favor and please do exactly that. Really, put me on ignore like you said you had.
    ...
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    A 37 year old who writes novels about a stock and...

    A 37 year old who writes novels about a stock and can't figure out EBITDA and FCF valuations. Unfreakinbelievable. That novel put me to sleep.............zzzzzzzzzzzzzzzzzzzzz

    How can anybody...
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    I usually don't expect any replies back because...

    I usually don't expect any replies back because what can people say about picking numbers out of the sky? Does anybody here besides me and Steiny ever bother to look at EBITDA or FCF multiples. Doubt...
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    If this turns out to be true, that they are both...

    If this turns out to be true, that they are both in play, I would expect to see EBITDA multiple expansion across traditional media. Man this is something else........Mel's old companies! Very big...
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    Viacom and CBS may be in play. Wow! Media...

    Viacom and CBS may be in play. Wow! Media industry is never boring

    http://nypost.com/2014/12/04/eager-buyers-hoping-for-early-sumners-end-to-viacom-reign/
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    Breaks my heart. You know how much I admire...

    Breaks my heart. You know how much I admire internet posters, especially Seeking Alpha writers like you and Faulkner who have no background or a clue about the industries they write about. Love...
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    Just listened to the Live Nation earnings call...

    Just listened to the Live Nation earnings call from October and I heard Tinker from Maxim ( who is a great analyst) ask a question then reference a stat that i sure didn't like to hear. 2 to 4%...
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    I read a lot of analyst reports on media...

    I read a lot of analyst reports on media companies. I see companies valued on EBITDA, FCF, Revenues, Discounted Cash Flow, even old fashioned EPS (Disney). But I never see what you guys (besides...
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    What are Faulkner's price targets based on? FCF...

    What are Faulkner's price targets based on? FCF or EBITDA? Forward or historical? I would like to know. I am always interested in the numbers. I see his price targets, but what valuation metrics are...
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    Meanwhile Live Nation is hitting all time highs....

    Meanwhile Live Nation is hitting all time highs. Liberty has picked another winner here and increased their stake this year. They figured out 2 ways outside of the unprofitable internet streaming...
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    Did anybody else realize that old media can...

    Did anybody else realize that old media can stream too??? LOL


    They were the new all-digital, online media darlings: Netflix (NFLX), Pandora (P) and Twitter (TWTR). But lately all three have...
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    Yes I posted the shotclock restart on the mergers...

    Yes I posted the shotclock restart on the mergers on Raging Bull yesterday. Should have a FCC net neutrality decision by March/April as well.

    My 4 favorites are Comcast, Sirius, Time Warner Cable,...
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