This Thursday (November 18th) is Liberty Media’s investor day. It’s one of my favorite events because you can learn so much about so many different industries. Liberty and particularly John Malone (Liberty’s founder / controlling shareholder) have their fingers in so many pies (media with Discovery, music and podcasting with Sirius, global cable / telecom with Charter + Liberty Latam + Liberty global, sports with the Braves and Formula One, internet / travel with Tripadvisor, etc.) that they end up talking (with an insider’s perspective) on a ton of different industries, and Malone is incredibly sharp (I once heard
Excellent summary! Looking forward to the meeting and the multi-beers afterwards!
It looks like the current tracking stock structure is coming to an end soon!