I think you miss the point in your analogy but that's ok. If I did not know better I would think you were a Faulkner disciple referring to his hamburger story that gets brought up everyone once in awhile.Quote:
Originally Posted by midas360
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I think you miss the point in your analogy but that's ok. If I did not know better I would think you were a Faulkner disciple referring to his hamburger story that gets brought up everyone once in awhile.Quote:
Originally Posted by midas360
It's a matter of understanding what this will or should accomplish. LMCA has more upside with this move if one assumes the discount to NAV exists. SIRI rise will cause LMCA to rise, but the split into tracking stocks will unlock this discount as well. Either the discount is unlocked leading up to the break or it is unlocked after, the time to move to LMCA is immediately and wait patiently.Quote:
Originally Posted by MUSCLE13
Once the trackers are broken out and once the discount is unlocked and realized SIRI becomes the better play yet again.
It's just simple mathematics. One is always better. Doesn't make sense to be in both unless you don't know which will result in greater gains and are thus going into both in order to make sure you don't "miss it."
I am a vegetarian. Can you re-explain, but leave the 'meat portion' out?;):rolleyes:Quote:
Originally Posted by midas360
Totally disagree. Trackers usually have discounts but not to the extent of the high teens percentage that LMCA has right now. This unlocks the value of both LMCA and Sirius. Lots of us thought Sirius would be pulled into LMCA and combined with Live Nation. Now it looks to stay pure play. I see Sirius moving up. I see LMCA moving up. Both from this move.Quote:
Originally Posted by William_B
A more true statement has never been made.Quote:
Originally Posted by William_B
The only reason you'd want to be in both is to hedge. That way you can only be half wrong.
Wrong. You are still invested in Live Nation and the Braves with LMCA. They are still right in the package until next year's spin
????? Take care dudes. That's it for me. I don't speak with people who don't follow the business.Quote:
Originally Posted by MUSCLE13
Hi Guys......I'm ummm, back.....Got tired of talking to myself over at RagingBull.com. So....., how's it going?
Now that's how you do it.Quote:
Originally Posted by user34615145
I GOT THIS SLAPSHOT!!! Just for you... Something tells me William_B is an "alias" or Faulkner!!! :) Welcome back Hamburglar. I came up with this analogy myself.
It's pretty safe to say that most people understand what goes into a veggie sandwich. Well, like the veggie sandwich, Liberty is made up of a bunch of different ingredients and most of you already know what those ingredients are AND that all of these ingredients go into making a great Sirius XM sandwich. What I feel the detractors are not understanding, is that when you buy a sandwich, it certainly is not a sandwich without the vegatables. The vegatables are the healthy avacado cucumber dill spread which the entire sandwich is built around. It's the most expensive seasonal part of the sandwich, and you can actually take away each other ingredient, and it could still be argued that you have yourself a sandwich. In buying Liberty Sirius Group, you are, in essence, buying a Liberty sandwich. And what is the greatest portion of this sandwich? Where's the avacado? It's Sirius XM. Have a nice day!
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Originally Posted by SlapShot27
Not to mention minority investments in Viacom and Time Warner too. Small percentages but still in the mix.Quote:
Originally Posted by MUSCLE13
I am still at Raging Bull, techie. Helps me track my own investments. To me the url links are everything.
sorry to interrupt.....Plus $1823 for the day going into power hour. That's all for now. :)
You are proud of that? StrangeQuote:
Originally Posted by dm_4
Liberty picked a terrible market day to announce its move. The market definitely held the gain back.
With this post and User's subtle pokes at Muscle, I am having a FUN morning. Very entertaining!!!!Quote:
Originally Posted by midas360
Making $1823.00 in a day....Ummmm yeah kinda proud/happy with that lol. C-YA! :money:Quote:
Originally Posted by MUSCLE13
Wow. Peanuts.... Anyway I see Slapshot DM and User are all doing multiple aliases again...........why? Only the Good Lord knows....Quote:
Originally Posted by dm_4
(Chris Farley)... I HAVEN'T MADE JACK SQUAT AND I LIVE IN A VAN DOWN BY THE RIVER!!
Kudos to whoever is making money in this market. I did go short the 3 major indices and letting it ride. I don't consider unrealized gains (profit) until I take it. Then I have to take my realized losses and subtract those out. Pretty much F'ed.
Now, now, now...don't get yourself all worked up and go leaving in a huff again.Quote:
Originally Posted by MUSCLE13
We're all just glad to see you back is all. It's just that we're a querky bunch and show it in odd ways. We know you missed us too and that acting like a condescending know-it-all, and telling people that they are making all their money the wrong way is just your way of saying you luv us too. Backatcha Muscle!
Welcome back (for the 10th time)!
I had fun with your post in the NO MIDAS ZONE group. :rolleyes: Be careful guys, folks here will STAB YO A$$ IN THE BACK without looking. :)
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Originally Posted by SlapShot27