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

To: Jurgis Bekepuris who wrote (53619)	3/19/2014 11:23:56 PM
From: Spekulatius	Respond to of 78627

Re LMCA - the assets (Sirius. Charter mainly) are not cheap, based on traditional metrics, but I think they will become more valuable over time. Some reports peg the total value (including the private holdings and various little trinkets) at ~180$/share, which is still a good discount to the current share price. However, the key is Malone who just has a keen sense on growing the value of it's assets over time. The combination of a discount to NAV and a good capital allocator is quite tempting. That said, I don't own shares in any of Malone's companies yet.