Author Topic: John Malone The Full D7 Session  (Read 23638 times)

AtlCDore

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Re: John Malone The Full D7 Session
« Reply #20 on: November 17, 2017, 04:01:34 AM »
Liberty,

Thanks for posting.


Value^2

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Re: John Malone The Full D7 Session
« Reply #21 on: November 17, 2017, 08:33:41 AM »
Nice to hear, how he openly supports Trump.

Liberty

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Re: John Malone The Full D7 Session
« Reply #22 on: November 17, 2017, 08:43:09 AM »
Nice to hear, how he openly supports Trump.

I think he supports some of his policies. I do too (lower corporate taxes I have nothing against, though the way to get there is a different question...). I agreed with some George W. Bush policies too. Pretty different from being a supporter of either guys.. Malone won't go on TV and say negative things about almost anyone, not his style. Go to Barry Diller for that:

https://www.cnbc.com/video/2017/07/12/barry-diller-on-trump-hopefully-will-be-over-soon.html

Liberty

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dcollon

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Re: John Malone The Full D7 Session
« Reply #24 on: November 17, 2017, 12:14:15 PM »
Thanks for posting Liberty

merkhet

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Re: John Malone The Full D7 Session
« Reply #25 on: November 17, 2017, 05:25:18 PM »
Nice to hear, how he openly supports Trump.

I think he supports some of his policies. I do too (lower corporate taxes I have nothing against, though the way to get there is a different question...). I agreed with some George W. Bush policies too. Pretty different from being a supporter of either guys.. Malone won't go on TV and say negative things about almost anyone, not his style. Go to Barry Diller for that:

https://www.cnbc.com/video/2017/07/12/barry-diller-on-trump-hopefully-will-be-over-soon.html

Would be a terrible idea for someone who does a lot of M&A in the content industry to go on TV and talk trash about Trump given the rumors about AT&T and Time Warner.

Hershey

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Re: John Malone The Full D7 Session
« Reply #26 on: November 21, 2017, 08:32:45 AM »
I am curious if there is an opinion about the relative value of owning the A or C class of shares in Disovery?  Thank you.

Jurgis

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Re: John Malone The Full D7 Session
« Reply #27 on: November 21, 2017, 09:58:19 AM »
I am curious if there is an opinion about the relative value of owning the A or C class of shares in Disovery?  Thank you.

When the ratio gets close to 1:1, switch to A. When it goes to ~1:1.05, go to C. Rinse, repeat. It used to roundtrip more often, now less.

It would be nice to have an alert for this (and other Liberty multiclass shares). Anyone has ideas where/how?
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scorpioncapital

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Re: John Malone The Full D7 Session
« Reply #28 on: November 22, 2017, 01:07:13 AM »
A very bizarre thing has happened with FWONA and FWONK. The k which has the lower voting rights has traded below the a since almost the beginning of the year. It's the reverse with DISCA/K right now. Is it perhaps that in a merger the Ks were given as a currency and then there were selling shareholders and just more holders of K vs A? Would the same thing happen after DISCK/A merger ?

Liberty

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Re: John Malone The Full D7 Session
« Reply #29 on: November 22, 2017, 06:05:26 AM »
A very bizarre thing has happened with FWONA and FWONK. The k which has the lower voting rights has traded below the a since almost the beginning of the year. It's the reverse with DISCA/K right now. Is it perhaps that in a merger the Ks were given as a currency and then there were selling shareholders and just more holders of K vs A? Would the same thing happen after DISCK/A merger ?

Probably a liquidity discount. LILA and LILAK inverted for long periods too.

Yesterday FWONK traded 1.44m shares and FWONA traded 188k shares.