No Nonsense Sirius XM November Thread

[dm_4]

LMCA discount to NAV widening again. Maybe the "street" is telling MaloneCo to stop disrespecting the CASH COW.....to treat "the Meat" properly....use a lubricant and stop trying to "dry rub" a premium out of The Dog. He ( Maffei) makes claims of a "personal insult" because of the NAV discount. What about the 50 to 61% freebie with the buy backs. MaloneCo needs to stop FKG with "The Meat" and finalize the building of the Juicy Burger.


EDIT: ie.....Liberty ain't SH!t without The Dogs Meat

Damn straight baby! Just took a peek in on the dog....4.19...not to shabby...glad i aint a short on this one.

[dm_4]

Hit a nice swing trade with ANFI +$710 today. Anyway that was not the real reason for this post. Just wanted to let people know who are thinking about trading brokerages that Fidelity is running a great promo right now. I just signed up for it. Basically they are offering 500 commission free trades for two years, after that its 6.95 a trade and they throw in a $200.00 apple rewards card. Pretty sweet if you ask me.

[denco1]

Have a great weekend All!

SiriCS.jpg

SiriClose.jpg

[MUSCLE13]

Watch big media pummel Netflix-

Hulu CEO: We can get as many subscribers as Netflix

https://www.youtube.com/watch?v=KjDYMRgYn5Q

[MUSCLE13]

Watch big media pummel Netflix-

Hulu CEO: We can get as many subscribers as Netflix

https://www.youtube.com/watch?v=KjDYMRgYn5Q

Think about it. Disney, Comcast, Fox all own Hulu. Rumor is they are talking to Time Warner about an ownership stake. Where do you think all the major content will go online in 5 years - Hulu or Netflix? I hope Netflix goes to a thousand dollars per share. It will be only that much more fun to watch it crumble.

[midas360]

nice job dm! I would take that all day every day.

Hit a nice swing trade with ANFI +$710 today. Anyway that was not the real reason for this post. Just wanted to let people know who are thinking about trading brokerages that Fidelity is running a great promo right now. I just signed up for it. Basically they are offering 500 commission free trades for two years, after that its 6.95 a trade and they throw in a $200.00 apple rewards card. Pretty sweet if you ask me.

[MUSCLE13]

Let's all scream Pandora from the top of our lungs! Chart looks like a ski slope doesn't it? Business Models Matter

https://www.google.com/finance?chdnp...LxOIiJmAGK7Igg

[MUSCLE13]

Let's all scream Pandora from the top of our lungs! Chart looks like a ski slope doesn't it? Business Models Matter

https://www.google.com/finance?chdnp...LxOIiJmAGK7Igg

Compare it Sirius 5 year chart

http://www.marketwatch.com/investing...e=2&style=1013

Business Models Matter! It may take a decade for the market to value Netflix sensibly like it did for Pandora and Sirius. Nobody truly knows. But in the long run Business Models Matter! The old saying in the short term the stock market is a voting machine. In the long term the stock market is a weighing machine. It's all about EBITDA for media companies. That is what your are buying. Future EBITDA. Investing is not gambling in a casino. It is not buying a lottery ticket. Trading is. Investing is truly mathematical at its core. That's why I love it so much.

[MUSCLE13]

Wonder why I am so high on Comcast? I love buying cheap stocks

Disney - Premier Content Company
Enterprise Value/EBITDA 13.94

http://finance.yahoo.com/q/ks?s=DIS+Key+Statistics

Charter - Premier Cable Distribution Company
Enterprise Value/EBITDA 16.34

http://finance.yahoo.com/q/ks?s=CHTR+Key+Statistics

Comcast - Premier Content and Premier Cable Distribution Company
Enterprise Value/EBITDA : 8.16

http://finance.yahoo.com/q/ks?s=CMCSA+Key+Statistics

Netflix - Premier Streaming Company
Enterprise Value/EBITDA 141.68

http://finance.yahoo.com/q/ks?s=NFLX+Key+Statistics

[midas360]

How AT&T Makes Money?