Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jhelmers who wrote (11634)	12/22/2000 5:09:13 PM
From: Terrapin	Read Replies (1) of 78613

Hi John, I am currently holding LMGA. I bought TCI Cable (TCOMA) which spun-off TCIVA which was then merged with Liberty Media as a consequence of the TCOMA/T merger. So if you thought valuing LMGA was difficult try holding onto it as it is transmogrified over the years. I shouldn't complain since it has been very profitable on paper but I see now that I should have sold earlier this year (as with everything). The assets appear valuable and the management (John Malone) is shrewd and intelligent. However, I have no idea how much it is worth. If you learn anything I would love to hear it. On another note: is anybody interested in COMS for the spin-off play? Until today COMS was trading close to the cash in the till. Granted they will not be profitable for another 2 quarters if management is to be believed but the spin-off may be worth enough to make up for the uncertainty. Thoughts? I own a medium position currently most of which I bought in the last two days. Happy Holidays, Terrapin

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next