FWONB News and Press, Liberty Media Corp From 12/19/21

Ruane, Cunniff, & Goldfarb’s 13F portfolio value decreased from $11.28B to $11.13B this quarter. The number of positions decreased from 35 to 33. They increased Meta Platforms, Taiwan Semi, Wayfair, and CarMax while reducing Credit Acceptance and dropping Arista Networks an...

Morgan Stanley's look at cable companies following their Q3 earnings season has the firm looking at lowered estimates for broadband subscriber additions - but it says shares have overcorrected in response. In 2020, it notes, the three cablecos it covers added 4.2 million net broadband subscri...

Formula One Group (FWONA) Q2 2021 Earnings Conference Call Nov 04, 2021 10:00 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President & Chief Executive Officer, Liberty Media Corporation Brian Wendling - Chief Accounting & Principal Financial Officer...

Formula One Group (NASDAQ:FWONA): Q3 Adjusted OIBDA of $176M. Revenue of $668M (+11.9% Y/Y) beats by $69.79M. Press Release For further details see: Formula One Group beats on revenue

"What would John Malone do?" faced with valuable assets, a low valuation and an aversion to paying taxes. Altria is a cheap stock with substantial earnings. Low valuation and hidden assets mean substantial upside remains. For further details see: Altria Could Unlock Valu...

Stanley Druckenmiller’s 13F portfolio value decreased from $3.89B to $3.48B this quarter. Duquesne added Netflix & Airbnb and increased Alphabet & Carvana while reducing Sea Limited and dropping Citigroup. The top three positions are at ~29% of the portfolio. ...

Ruane, Cunniff & Goldfarb’s 13F portfolio value increased from $10.63B to $11.28B this quarter. The number of positions decreased from 37 to 35. They increased Micron Technology, Anthem, and Netflix while reducing Jacobs Engineering and Arista Networks during the quarter. T...

Broadening World Championship viewership through digital social expansion may provide a long-term growth runway. Growth internationally may allow for race promotion revenue to increase and margins to expand relative to those achievable in Europe. I believe the commercial rights ag...

A tour through the top Communications Services stocks sorted by Seeking Alpha's proprietary Quant Ratings shows that high marks on that measure often line up with the sentiment on the names from the larger community of Wall Street analysts. But what about those stocks where the two measu...

Stanley Druckenmiller’s 13F portfolio value increased from $3.71B to $3.89B this quarter. Duquesne added Citigroup and Palantir Technologies while dropping Walt Disney. The top three positions are at 25% of the portfolio. For further details see: Tracking Stanley ...