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)
Publicizing my daily reading; striving to read as much as I can to become the best investor I can be. Comments & Suggestions on process, efficiency, material read is appreciated and encouraged.
Tuesday, January 19, 2016
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)
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
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
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
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)
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)
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