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.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.
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?It's pretty safe to say that most people understand what goes into a sandwich. Well, like the 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 sandwich meat. The sandwich meat is the meaty center which the entire sandwich is built around. It's the most expensive 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 meat? It's Sirius XM.Have a nice day!
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.
A more true statement has never been made.
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.
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.
I GOT THIS SLAPSHOT!!! Just for you... Something tells me William_B is an "alias" or Faulkner!!!
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!
I am a vegetarian. Can you re-explain, but leave the 'meat portion' out?
I WIN. GAME OVER. CHECK MATE. I CONTROL YOUR EVERY MOVE. WATCH WHAT HAPPENS NEXT
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