LSXMA News and Press, Liberty Media Corporation Series A Liberty SiriusXM Common Stock From 12/12/21

SiriusXM (NASDAQ:SIRI) has hired a top executive from Disney+ (NYSE:DIS) streaming service to help the satellite broadcaster to expand its offering and appeal outside of cars. SiriusXM had hired Joe Inzerillo, formerly the chief technology officer of Disney+ streaming service, as the com...

A year-ahead look at cable and satellite companies from Morgan Stanley argues that it's been good times in 2021 - but the industry is drawing capital and competitive heat that will continue to pressure added subscriptions. Long-term, the firm is staying bullish, but the "post-pandemic hangove...

One of the market's better turnaround stories is Sirius XM Radio (NASDAQ: SIRI) . The satellite radio provider was on the brink of bankruptcy a dozen years ago as regulators dragged their feet in getting the combination of Sirius and XM approved. John Malone's Liberty Media stepped ...

Stock market valuations and the Buffett valuation indicator are at historic highs. 411 of 500 S&P 500 stocks are trading above their 200-day moving average. The weekly RSI on SPY is overbought again just like before September mini-correction, this time the monthly RSI is overb...

On Nov. 15, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q3 2021. I curated a list of some of the best-performing hedge funds and looked into their holdings at the end of September 2021. Several common themes appea...

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...

Berkshire Hathaway's 13F stock portfolio value remained almost steady at ~$293B. Their largest three holdings are at two-thirds of the entire portfolio. Berkshire Hathaway increased Chevron while reducing Charter Communications, AbbVie, Marsh & McLennan, and Bristol-Myers Squi...

Seth Klarman’s 13F portfolio value decreased from $12.33B to $10.88B this quarter. Baupost Group increased Liberty SiriusXM, Theravance Biopharma, and Joby Aviation while decreasing eBay, Willis Towers Watson, International Flavors & Fragrances, and PG&E. The portfo...

Sirius XM Holdings, Inc. has decent fundamentals but needs to improve in some aspects. The company dominates its industry, but may need to expand into the mobile streaming industry further. Increasing partnerships could push the company's fundamentals higher. For further det...

Sirius had been increasing its annual dividend by 10% for four successive years. Its largest shareholder and majority owner, Liberty Media, controls that dividend payout. The size of the increase - and the timing -  likely indicated that Liberty had a particular need for more...