Friday (1/15/2016)

Transcripts:
Q1/2014 SiriusXM Earnings Call
Jan 6, 2016 - Citi Conference - SiriusXM (SIRI) & David Frear

Thursday (1/14/2016)

Newspaper:

1/13 - Wall Street Journal (WSJ)

1/14 - Wall Street Journal (WSJ)

Filings:

Q1/2014 SiriusXM (SIRI) Press Release on Earnings

Q2/2014 SiriusXM (SIRI) Press Release on Earnings

Q3/2014 SiriusXM (SIRI) Press Release on Earnings

Q4/2014 SiriusXM (SIRI) Press Release on Earnings

Q1/2015 SiriusXM (SIRI) Press Release on Earnings

Q2/2015 SiriusXM (SIRI) Press Release on Earnings

Q3/2015 SiriusXM (SIRI) Press Release on Earnings

Wednesday (1/13/2016)

Newspaper:
1/11 Wall Street Journal (WSJ)
1/12 Wall Street Journal (WSJ)

Transcripts:
Jan 6, 2016 - SiriusXM (SIRI) @ Citi Conference

Filings/Releases:
Q3/2015 - SiriusXM (SIRI) Earnings

Annual Reports:
2014 SiriusXM (SIRI) Annual Report

Book:
25 pages - Cable Cowboy (John Malone) + notes

Tuesday (1/12/2016)

Filings:
CWC & LiLAC (LILA) merger filings

Other:
Worked on "New CWC & LiLAC" valuation
RBC Capital  - LILA report

Monday (1/11/2016)

Newspaper:
1/5 Wall Street Journal (WSJ)
1/6 Wall Street Journal (WSJ)
1/7 Wall Street Journal (WSJ)
1/8 Wall Street Journal (WSJ)
1/9-1/10 Wall Street Journal (WSJ)

Phone Conversation:
30 minute phone conversation w/ "Media TMT" company

Annual Report:
2014 Cable & Wireless (CWC.L)

Friday (1/9/2016)

Phone Conversation:
1 hour phone conversation w/ "Real Estate" investment company

Filings:
1H Cable & Wireless (CWC.L) Financial Report (not SEC, under IFRS reporting)

Notes:
Went through 2012/2013/2014/2015 Cable & Wireless (CWC.L) Annual Report --> copied financial information for review

Thursday (1/8/2016)

Book:
22 pages: Cable Cowboy (John Malone)

Other:
Worked on VTR & Liberty Puerto Rico ("LILA") valuation
Updated Q3/2015 LiLAC financials
Transcribed full notes from 2 conversations with "LILA" investor relations
RBC Capital "LILA" & "CWC" Analyst Reports