Tuesday, January 19, 2016

Tuesday (1/19/2016)

Transcripts
Q2/2015 - SiriusXM (SIRI)
Morgan Stanley TMT 2015 Conference - SiriusXM (SIRI)
Merrill Lynch TMT Conference 2015 - SiriusXM (SIRI)
Goldman Sachs Communacopia - SiriusXM (SIRI)
Q3/2015 - SiriusXM (SIRI)

Annual Reports:
2009 - SiriusXM (SIRI)

Monday (1/18/2016)

Transcripts:
Q2/2014 - SiriusXM (SIRI)
Morgan Stanley 2014 Conference - SiriusXM (SIRI)
Merrill Lynch 2014 TMT Conference - SiriusXM (SIRI)
Q3/2014 - SiriusXM (SIRI)
September 2014 Merrill Lynch - SiriusXM (SIRI)
Q1/2015 - SiriusXM (SIRI)

Presentations
2014 Liberty Media (LMCA) Investor Day (includes SIRI, LYV)
2008 Sirius Annual Meeting (SIRI)

Sunday, January 17, 2016

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, January 13, 2016

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, January 11, 2016

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)