Liberty Expedia Holdings (LEXEA and LEXEB) is a holding company that was spun out of Liberty Interactive in 2016. The company owns two main assets, a controlling stake in Expedia Group and its wholly owned subsidiary Bodybuiding.com. A Classic John Malone Spin-off You might ask yourself why does Liberty Expedia Holdings even exist? The company … Continue reading Should Liberty Expedia Holdings Even Exist?
Wikipedia entry: Liberty Media began in 1991 as a spin-off of TCI, an American cable-television group. Peter Barton, hired by TCI's Malone, served as president until retiring in April 1997 to start an investment firm and spend time with his family. The company took over TCI assets considered to have little value, but Barton completed … Continue reading Profile: Liberty Media Corp & Liberty Interactive
What follows is an excerpt from a valuation write-up on Sirius XM. A comparison of the competitive landscape for internet radio vs. satellite radio is interesting. There are countless ways to listen to music online, but there’s only one way to listen to satellite radio as Sirius XM (originally two competing companies) is the only … Continue reading Sirius XM Valuation
John Malone is a legendary financial engineer. He’s value oriented, specialized in the entertainment and media industry (most notably cable) and known for being exceptionally shrewd when it comes to special situations. An awesome lecture by Dr. John Malone: http://youtu.be/v5QfCLeloEg John Malone talks of his past and future: Part One This is a great … Continue reading Profile: John Malone