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ValueVenture | A topnotch WordPress.com site | valueventure.wordpress.com Reviews

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Charter Communications / Time Warner Cable – Betting Big on the US Cable Industry – Value Venture

https://oraclefromomaha.wordpress.com/2015/06/10/charter-communications-time-warner-cable-betting-big-on-the-us-cable-industry

Where Compounding Knowledge Meets Compounding Capital. Charter Communications / Time Warner Cable – Betting Big on the US Cable Industry. June 10, 2015. April 2, 2016. By Richard - ValueVenture. I have said in an inflationary world that a toll bridge would be a great thing to own if it was unregulated you have laid out the capital costs. You build the bridge in old dollars and you don’t have to keep replacing it. Overview Merger Arbitrage is Very Profitable Again:. 31% – 39%. I also like investment these...

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IDEA TRACKER UPDATE, PART 2: SOFTBANK – Value Venture

https://oraclefromomaha.wordpress.com/2015/04/11/idea-tracker-update-part-2-softbank

Where Compounding Knowledge Meets Compounding Capital. IDEA TRACKER UPDATE, PART 2: SOFTBANK. April 11, 2015. April 13, 2015. By Richard - ValueVenture. A great capital allocator and sum of the parts. Posted in Idea Update. Idea Tracker Update, Part 1: EBAY. IDEA TRACKER UPDATE, PART 3: LIBERTY INTERACTIVE. 3 thoughts on “ IDEA TRACKER UPDATE, PART 2: SOFTBANK. April 13, 2015. Actually Softbank does not have the leading share in the domestic telecom business…. DoCoMo is the leader by quite some way, and ...

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The Security I Like Best: Interactive Brokers – Value Venture

https://oraclefromomaha.wordpress.com/2015/03/10/the-security-i-like-best-interactive-brokers

Where Compounding Knowledge Meets Compounding Capital. The Security I Like Best: Interactive Brokers. March 10, 2015. March 18, 2015. By Richard - ValueVenture. If that isn’t enough for you, then we also have several free call options that I have not fully priced into my base case valuation. 1) Tremendous earnings accretion from having a steadily growing margin lending business being leveraged to rising interest rates,. Enormous untapped pricing power. In the brokerage business, and. IBKR’s deep moat is ...

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IDEA TRACKER UPDATE, PART 3: LIBERTY INTERACTIVE – Value Venture

https://oraclefromomaha.wordpress.com/2015/04/12/idea-tracker-update-part-3-liberty-interactive

Where Compounding Knowledge Meets Compounding Capital. IDEA TRACKER UPDATE, PART 3: LIBERTY INTERACTIVE. April 12, 2015. April 12, 2015. By Richard - ValueVenture. IDEA TRACKER UPDATE, PART 2: SOFTBANK. Idea Tracker Update, Part 4: Interactive Brokers. 4 thoughts on “ IDEA TRACKER UPDATE, PART 3: LIBERTY INTERACTIVE. April 12, 2015. April 15, 2015. Hi – thanks for the writeup. Would you mind sharing your process for getting to 2015 FCF? May 6, 2015. Maffei said on the call that leverage is at where they&...

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Idea Tracker Update, Part 4: Interactive Brokers – Value Venture

https://oraclefromomaha.wordpress.com/2015/04/23/idea-tracker-update-part-4-interactive-brokers

Where Compounding Knowledge Meets Compounding Capital. Idea Tracker Update, Part 4: Interactive Brokers. April 23, 2015. April 23, 2015. By Richard - ValueVenture. I’ve slowed down the updates since it’s my favorite time of year in Toronto – when it gets warmer. Interactive Brokers reported their q1 results today and I believe the brokerage business remains on track to generate just under $1B in pre-tax earnings power by 2016. They say bulls make money, bears make money, and pigs get slaughtered. Regardl...

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