Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later in the month.
The WSJ 2007 article related to the Diller/Malone "break-up" is fascinating. It seems like the real reason behind the "break-up" was Greg Maffei, but that's just from this article. Imagine if Liberty Media would just have stuck around (20% of Match, 20% of Vimeo, etc etc)
Checks UpHealth stock price just above $6 per share.....
Yep, GIX shareholders got what was coming to them if they didn't redeem -4 weeks ago.... Worse terms on a subpar target... Double whammy..
Good stuff! Thanks Andrew
The WSJ 2007 article related to the Diller/Malone "break-up" is fascinating. It seems like the real reason behind the "break-up" was Greg Maffei, but that's just from this article. Imagine if Liberty Media would just have stuck around (20% of Match, 20% of Vimeo, etc etc)
Thanks for the list of event driven blogs. Have you also looked at www.specialsituationinvestments.com?
The author should change that excellent NYT A/B testing piece’s title to “NYT is all misleading clickbait these days and here’s why” :)