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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (53538)	3/3/2014 4:36:06 AM
From: Shane M	Read Replies (1) of 78626

I have increased my positions in Malone companies, by buying LINTA, LBTYA, STRZA, DISCA and adding to LMCA. Hi Jurgis, have you posted anywhere the macro/"big picture" thinking on Liberty (or if there's a particularly good analysis you've read)? I've noticed Paul Tudor Jones has had an oversized position in LINTA for a long time, but it's one that I haven't been able to figure out. I don't understand the appeal of QVC and Home Shopping network so that's probably part of my problem. Scripps (SNI) is the only holding in this area that i have. I chose it over DISCA which I also considered, but did so mostly because of valuation metrics, but I admit to personally liking Discovery channel programming better.

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