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

To: Spekulatius who wrote (55364)	5/26/2015 11:19:34 PM
From: E_K_S	Read Replies (2) \| Respond to of 78751

Re: Discovery Communications, Inc. (DISCA) Liberty Broadband Corporation (LBRDK) Did you notice that LBRDK (a Malone company) put in $5Bln toward the CHTR/TWC merger. Also, I believe LBRDK owns some large warrants and/or 'rights' to acquire a controlling interest in DISCA. When I was researching DISCA, LBRDK came up and WEB also owns quite a few shares. Malone is very shrewd so I bet DISCA is somewhere in his media plans now that CHTR may soon own TWC. From news reports today, if that deal can be done, the new CHTR will have about the same number of subscribers as Comcast. There is lot's of money sloshing around in this sector and I expect more consolidation too. FWIW, I also like LBRDK and have that on my watch list too. Since WEB is a large shareholder, you might want to look at it. I would be interested if you see any hidden value in that name. EKS