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StockThesis.com - Kickstarting Your Investment Process - Investment Ideas

Kickstarting your investment process

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StockThesis.com - Kickstarting Your Investment Process - Investment Ideas | stockthesis.com Reviews

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Kickstarting your investment process

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All Categories - StockThesis.com - Kickstarting Your Investment Process

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StockThesis.com - Kickstarting Your Investment Process. SIRI - What LMCA said. Liberty Media said it wouldn't be participating in the SIRI buyback for the foreseeable future. The question was asked (paraphrasing), "if you don't participate, the free float will be taken out in 3 years, so what's your plan? So what's the result? Basically LMCA will buy out SIRI by not participating in its buyback. At least until further notice. With that, let's get into some details. Smaller, more power efficient servers.

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Comcast - Q1 Thoughts - StockThesis.com - Kickstarting Your Investment Process

http://www.stockthesis.com/investment-ideas/comcast-q1-thoughts

StockThesis.com - Kickstarting Your Investment Process. Comcast - Q1 Thoughts. I thought it was interesting that Comcast talked openly about potential MVNO plans, especially since I wrote about this just a few weeks ago here. Oh, and since they sell to households, do you think they might be able to steal away some family plans? So in cable you have:. Comcast deleveraging to 1.5-2x of leverage and growing FCF/share around 15%/year for the next 3-5 years. Liberty Global at around 4.5x of leverage and g...

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Blog Archives - StockThesis.com - Kickstarting Your Investment Process

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StockThesis.com - Kickstarting Your Investment Process. AT&T - Q4'13 Quick Thoughts. AT&T just posted good financial results for Q4, but it's easy to put up good financials when you miss almost every subscriber KPI! If T continues to feel the heat on subscriber metrics, it may have to T increase leverage, reduces investment spending, or cut the dividend (! These guys are in trouble. LBTYA - Ziggo Update. Euro;40m revenue) it should have margins that are among the highest in the group. For reference, ...

4

Submit Idea - StockThesis.com - Kickstarting Your Investment Process

http://www.stockthesis.com/submit-idea.html

StockThesis.com - Kickstarting Your Investment Process. Please submit your great ideas! More information is better and the more eyes on your thesis, the better vetted it will be. I will maintain quality control to avoid crap or noise from getting on this site.

5

SIRI - Quick Update - StockThesis.com - Kickstarting Your Investment Process

http://www.stockthesis.com/investment-ideas/siri-quick-update

StockThesis.com - Kickstarting Your Investment Process. SIRI - Quick Update. SIRI currently trades at $3.24 (before the open).

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StockThesis.com - Kickstarting Your Investment Process - Investment Ideas

StockThesis.com - Kickstarting Your Investment Process. SIRI - What LMCA said. Liberty Media said it wouldn't be participating in the SIRI buyback for the foreseeable future. The question was asked (paraphrasing), "if you don't participate, the free float will be taken out in 3 years, so what's your plan? So what's the result? Basically LMCA will buy out SIRI by not participating in its buyback. At least until further notice. With that, let's get into some details. Smaller, more power efficient servers.

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