Thank you for the great post as always! Would be interested in digging more into what their assumed thesis is for the Liberty trade. I haven’t looked at it beyond what you’ve noted in your posts, but could be worth a closer look. Liberty (Malone) is known for their financial engineering!
I haven't dug into the Liberty/Sirius thing too much either, besides noting the price gap that currently exists ahead of the proposed combination. (Which I'm assuming explains the recent purchases of LSXMA and LSXMK). Definitely something to add to my list for research.
Would love to read your thoughts if you get around to researching it - thank you!
Thank you for the great post as always! Would be interested in digging more into what their assumed thesis is for the Liberty trade. I haven’t looked at it beyond what you’ve noted in your posts, but could be worth a closer look. Liberty (Malone) is known for their financial engineering!
I haven't dug into the Liberty/Sirius thing too much either, besides noting the price gap that currently exists ahead of the proposed combination. (Which I'm assuming explains the recent purchases of LSXMA and LSXMK). Definitely something to add to my list for research.
You might be interested in my #1 New Release Book on Investment mistakes by Warren Buffett: https://relinks.me/B0CW1CKX8H