Liberty Media Corp. (Tracking Stock - SiriusXM) Series A

Investment idea - $LSXMA.

Bull case - a huge discount to NAV, motivated management to reduce ANV, profitable subscription company

Bear case - dying business, complicated as shit, discount to NAV has been around for years... why change now?

[https://fatbabyfunds.com/2023/04/investment-idea-liberty-siriusxm-group.html](https://fatbabyfunds.com/2023/04/investment-idea-liberty-siriusxm-group.html)

I liked this line: “It will just be a slow, drawn out, profitable death. “

Nathan Worden

Edmund Simms

Liberty SiriusXM Group is a holding company that holds primarily SiriusXM (Sirius, Pandora, Stitcher, etc…) and some LiveNation (concerts, Ticketmaster, etc…). I heard this as a bull case on the Meb Faber podcast and thought […]

https://fatbabyfunds.com/2023/04/investment-idea-liberty-siriusxm-group.html

Investment Idea - Liberty SiriusXM Group - Fat Baby Funds

Investment Idea

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