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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (26770)	5/8/2007 10:31:40 PM
From: Madharry	Read Replies (1) \| Respond to of 78667

regarding malone stocks, i feel silly that I did not hold on to some DISCA it has now returned some 50% in less than a year I believe.

To: Paul Senior who wrote (26770)	9/26/2007 11:35:32 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78667

LINTA is worth an exploratory position to me. Stock is back to post spinoff prices due to stalled growth at QVC. The presentation below makes a case that LINTA's EV/ cash flow multiples are very attractive relative to peers. I think the argumentation is right and he also finds a way to unlock the value in EXPE and IAC without paying taxes (as usual). I also like the strategy to acquire more niche website as their should be synergies with QVC's massive scale. sec.gov PE is about 22, so it does not look cheap on this metric, but Malone's companies never did.