The World of Dr. John C. Malone (As at May 2020) (Percentages in Red Represent Malone Economic/Voting)

Total Page:16

File Type:pdf, Size:1020Kb

The World of Dr. John C. Malone (As at May 2020) (Percentages in Red Represent Malone Economic/Voting) The World of Dr. John C. Malone (as at May 2020) (Percentages in red represent Malone economic/voting) (Maffei: Liberty Media Corp. Qurate Retail Group Liberty TripAdvisor Hldngs 5%/ Liberty Global plc 7%/ 5%/ (QRTEA/B -$7.77) (LTRPA/B -$2.2) 33%) (LBTYA/B/K -$21.17) Chairman: John C. Malone Chairman: Gregory B. Maffei 41% Chairman: Gregory B. Maffei Chairman: John C. Malone 31% CEO: Gregory B. Maffei CEO: Michael George CEO: " CEO: Michael T. Fries 3%/ Formula One Group QVC US/UK/Germany 23/57% TripAdvisor 50% Virgin O2 - UK 48% (FWONA/B/K -$31.92) Italy/France + zulilly + HSN (TRIP -$19.01) (50% Telefonica) (pending) 100% Formula 60% QVC Japan 50% Ziggo - Netherlands One (40% Mitsui) Expedia Group, Inc. (50% Vodafone) (EXPE/B -$77.91) <1%/ Chairman: Barry Diller <1% CEO: Peter Kern 11% Liberty Braves 49% QVC China 57% Telenet - Belgium (Minority Interest) (51% CNR) (Completted Liberty Expedia merger July 2019) (TNET:BB - e64.54) 7%/ Liberty Braves Group Discovery Inc. 10% ITV Plc - UK 48% (BATRA/B/K -$21.61) (DISCA/B/K -$21.63) (ITV:LN - ₤77.91) Chairman: David Zaslav 4%/ Trackers CEO: " 27% Atlanta Braves 50% All3Media (MLB team) GCI Liberty (50% Discovery Comm.) (GLIBA/B -$64.54) 4%/ 2% LionsGate Chairman: John C. Malone 28% (LGF'A -$8.45) CEO: Gregory B. Maffei The Battery 2% LionsGate (Multi-use RE complex) (LGF'A - $8.45) 24% Liberty Broadband (LBRDA - $125.85) LionsGate 8%/ Liberty SiriusXM Group (LGF'A -$8.45) Liberty Latin America 6%/ 48% (LSXMA/B/K -$33.08) Chairman: Mark Rachesky, M.D. (LILA/B/K -$9.24) CEO: Jon Feltheimer Chairman: Mike Fries 25% 2% Charter Communications CEO: Balan Nair (CHTR - $521.94) 72% SiriusXM (SIRI - $5.42) 100% Liberty Broadband Corp. Cable & Wireless 100% General Communications (LBRDA/B -$125.85) 4%/ (Private) Chairman: John C. Malone 49% 33% Live Nation CEO: Gregory B. Maffei (LYV - $46.97) 100% VTR 27% Tree.com (Chile) (TREE - $257.54) Charter Comm. 4% Liberty Braves 23%/ (CHTR -$521.94) (Minority Interest) V: 25% Chairman: Thomas Rutledge CEO: " 100% Liberty Puerto Rico 5% iHeartMedia (IHRT - $7.31) Source: Company reports, Gabelli Funds Christopher J. Marangi, Portfolio Manager: 1-(800)-GABELLI.
Recommended publications
  • Qurate Retail Group, Inc. (NASDAQ:QRTEA) Zacks Rank: 3-Hold
    February 09, 2021 Qurate Retail Group, Inc. (NASDAQ:QRTEA) Zacks Rank: 3-Hold $13.07 USD (As of 02/09/2021) Style Value: Growth: Momentum: VGM: 52-Week High-Low $13.76 - $2.92 Price, Consensus & Surprise 20-Day Average Volume 4,294,011 Beta 2.03 Market Cap 5.47 B Dividend / Dividend Yield $0.00 / 0.00% Industry Internet - Comme Zacks Industry 183 / 251 (Bottom Rank 27%) Projected EPS Growth (Q1) 17.65% Projected EPS Growth (F1) 12.95% P/E F1 5.63 Last EPS Surprise 32.56% Average Last 4 EPS Surprises 0.49% Next Report Date 2/23/2021 Source: Zacks Investment Research Earnings ESP 0.00% Agreement Estimate Revisions (60 Days) Magnitude Consensus Estimate Trend (60 Days) Q1 Q2 F1 F2 Q1 Q2 F1 F2 # of Analysts 1 1 1 1 Current 0.80 0.24 2.18 2.33 # of Revisions 0 0 0 0 7 Days Ago 0.80 0.24 2.18 2.33 # Up 0 0 0 0 30 Days Ago 0.82 0.24 2.20 2.28 # Down 0 0 0 0 60 Days Ago 0.82 0.24 2.20 2.28 Trend of % Revision Agreement: Estimate Revisions: -2.44% 0% -0.91% +2.19% Source: Zacks Investment Research Industry Comparison Internet - Comme | Position in Industry: 4 of 31 Industry Peers QRTEA X Industry S&P 500 EXPE BKNG EBAY Historical EPS Growth (3-5 6.24% 5.29% 9.27% 15.87% 4.35% 14.08% Years) 20.51% 6.23% 49.05% 48.29% 9.60% Projected Sales Growth (F1/F0) -1.95% -0.61% 10.59% -30.64% 15.68% 52.90% Net Margin 4.89% 4.12% 14.81% -21.33% 25.72% 76.31% Return on Equity 18.08% 16.23% 41.31% 68.10% 70.52% 68.50% Debt/Capital 63.44% 55.45 20.33 178.74 39.72 16.70 P/E F1 5.63 3.15 3.02 2.85 9.65 3.95 P/S 0.39 7.39 3.71 6.43 17.48 12.05 P/B 1.48 25.70 15.62 10.90 17.61 16.21 P/CF 3.89 19.38% 2.71% 6.80% -5.87% 23.84% YTD Price Change 19.60% Source: Zacks Investment Research Description Retail-Wholesale > Nonfood Retail-wholesale > Internet - Commerce Qurate Retail, Inc.
    [Show full text]
  • Vanguard Growth and Income Fund Annual Report September 30, 2020
    Annual Report | September 30, 2020 Vanguard Growth and Income Fund See the inside front cover for important information about access to your fund’s annual and semiannual shareholder reports. Important information about access to shareholder reports Beginning on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, paper copies of your fund’s annual and semiannual shareholder reports will no longer be sent to you by mail, unless you specifically request them. Instead, you will be notified by mail each time a report is posted on the website and will be provided with a link to access the report. If you have already elected to receive shareholder reports electronically, you will not be affected by this change and do not need to take any action. You may elect to receive shareholder reports and other communications from the fund electronically by contacting your financial intermediary (such as a broker-dealer or bank) or, if you invest directly with the fund, by calling Vanguard at one of the phone numbers on the back cover of this report or by logging on to vanguard.com. You may elect to receive paper copies of all future shareholder reports free of charge. If you invest through a financial intermediary, you can contact the intermediary to request that you continue to receive paper copies. If you invest directly with the fund, you can call Vanguard at one of the phone numbers on the back cover of this report or log on to vanguard.com. Your election to receive paper copies will apply to all the funds you hold through an intermediary or directly with Vanguard.
    [Show full text]
  • Sr. Financial Analyst JD
    COMPANY: Liberty Media Corporation JOB TITLE: Senior Financial Analyst (Full-time/Exempt) LOCATION: Englewood, CO The Liberty family of companies, located in south Denver, owns and invests in a broad range of media, communications, e-commerce, sports and entertainment businesses. Liberty Media owns interests in Sirius XM Radio, Formula One, Live Nation Entertainment, and The Atlanta Braves. Qurate Retail Group owns a broad array of multichannel retail, digital commerce, and other businesses and investments, including QVC, and Zulily. Finally, the Liberty Media team oversees Liberty Broadband, which owns a significant interest in Charter Communications, GCI Liberty, which owns GCI Communications and other cable assets and Liberty TripAdvisor, which owns a control interest in TripAdvisor. Liberty Media offers a competitive salary, travel opportunities and excellent benefits. The company was selected by the Denver Business Journal as one of the best companies to work for in Denver, among large companies. Essential Functions (Other duties may be assigned): The role of the Senior Financial Analyst will be to generate ideas, assist in financing our investments, develop reasoned and articulated recommendations to help us reach our business objectives, and provide thorough analytical support and financial/valuation modeling. This position requires working closely with legal, accounting, tax, and investor relations in addition to interaction with high-level company management. The Senior Financial Analyst will also assist our Corporate Development Department team, as needed, with valuation, analytical, and transaction support. The successful candidate will also assist in preparing presentations for our Board of Directors, executive management, investor meetings, and rating agencies as well as for potential investment and/or capital structure transaction opportunities, which will require well- articulated recommendations.
    [Show full text]
  • Liberty Interactive Corp
    LIBERTY INTERACTIVE CORP FORM 10-K (Annual Report) Filed 03/01/18 for the Period Ending 12/31/17 Address 12300 LIBERTY BOULEVARD ENGLEWOOD, CO, 80112 Telephone 720-875-5400 CIK 0001355096 Symbol QVCA SIC Code 5961 - Retail-Catalog and Mail-Order Houses Industry Department Stores Sector Consumer Cyclicals Fiscal Year 12/31 http://www.edgar-online.com © Copyright 2018, EDGAR Online, a division of Donnelley Financial Solutions. All Rights Reserved. Distribution and use of this document restricted under EDGAR Online, a division of Donnelley Financial Solutions, Terms of Use. Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2017 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33982 LIBERTY INTERACTIVE CORPORATION (Exact name of Registrant as specified in its charter) State of Delaware 84-1288730 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 12300 Liberty Boulevard Englewood, Colorado 80112 (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code: (720) 875-5300 Securities registered pursuant to Section 12(b) of the Act: Title of each class Name of exchange on which registered Series A QVC Group Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Series B QVC Group Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Series A Liberty Ventures Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Series B Liberty Ventures Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the Registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act.
    [Show full text]
  • Linta Current Folio 10K
    Liberty Interactive Corporation Annual Report 2018 Form 10-K (NASDAQ:QRTEA) Published: March 1st, 2018 PDF generated by stocklight.com UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2017 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-33982 LIBERTY INTERACTIVE CORPORATION (Exact name of Registrant as specified in its charter) State of Delaware 84-1288730 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 12300 Liberty Boulevard Englewood, Colorado 80112 (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code: (720) 875-5300 Securities registered pursuant to Section 12(b) of the Act: Title of each class Name of exchange on which registered Series A QVC Group Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Series B QVC Group Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Series A Liberty Ventures Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Series B Liberty Ventures Common Stock, par value $.01 per share The Nasdaq Stock Market LLC Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the Registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ☒ No ☐ Indicate by check mark if the Registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act.
    [Show full text]
  • Macroeconomic & Market Update
    Proprietary and Confidential QUARTERLY REPORT MACROECONOMIC & MARKET UPDATE October 17, 2018 SEE SPECIAL REPORT: THE POWER OF OMNI CHANNEL (P. 8) DAVID SHIFFMAN CATHY LEONHARDT SCOTT MOSES JEFF DERMAN GREGORY GRAMBLING PATRICK FURLONG Managing Director Managing Director Managing Director Managing Director Director Director Co-Head of Retail Co-Head of Retail Head of Food Retail (212) 508-1625 (212) 508-1674 (212) 508-1643 (212) 508-1642 (212) 508-1660 (212) 508-1675 [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] To be added to the distribution list, please email Andrew Connolly at [email protected] Proprietary and Confidential TABLE OF CONTENTS SECTION I Special Report: The Power of Omni Channel 8 II Macroeconomic Update 15 II Financial and M&A Markets Update 27 III. Retail Market Update 32 V. Retail Trading and Operating Comparables Analysis 38 1 Proprietary and Confidential GLOBAL RETAIL GROUP Senior Team Peter J. Solomon Marc Cooper David Shiffman Cathy Leonhardt Michael Founder and Chief Executive Managing Director, Managing Director, Gottschalk Chairman Officer Co-Head of Retail Co-Head of Retail Managing Director, Head of Consumer Scott Moses Jeffrey Derman Gregory Patrick Furlong Flore Gimello Managing Director Managing Grambling Director Vice President Head of Food Director Director Retail & Restaurants Additional Team Members Gaurav Ghosh, Associate Eric Bormel, Associate We advise clients in all retail and . We are a globally recognized strategic advisor to leading retail, consumer sectors, including: consumer, apparel, footwear and e-commerce companies . Unparalleled breadth and depth of industry knowledge, relationships Branded Apparel, Grocery & Food Retail and execution experience Footwear & Accessories Health, Wellness & Beauty .
    [Show full text]
  • Macroeconomic & Market Update
    Proprietary and Confidential QUARTERLY REPORT MACROECONOMIC & MARKET UPDATE July 24, 2019 DAVID SHIFFMAN CATHY LEONHARDT SCOTT MOSES JEFF DERMAN GREGORY GRAMBLING PATRICK FURLONG Managing Director Managing Director Managing Director Managing Director Managing Director Director Co-Head of Retail Co-Head of Retail Head of Food Retail (212) 508-1642 (212) 508-1660 (212) 508-1675 (212) 508-1625 (212) 508-1674 (212) 508-1643 [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] Proprietary and Confidential TABLE OF CONTENTS SECTION I Macroeconomic Update 5 II Financial and M&A Markets Update 17 III Retail Market Update 22 IV Retail Trading and Operating Comparables Analysis 28 1 Proprietary and Confidential GLOBAL RETAIL GROUP Senior Team Peter J. Solomon Marc Cooper David Shiffman Cathy Leonhardt Michael Founder and Chief Executive Managing Director, Managing Director, Gottschalk Chairman Officer Co-Head of Retail Co-Head of Retail Managing Director, Head of Consumer Scott Moses Jeffrey Derman Gregory Patrick Furlong Flore Gimello Managing Director Managing Grambling Director Vice President Head of Food Director Managing Director Retail & Restaurants Additional Team Members Eric Bormel, Associate Addison Bakken, Associate Peter Diamond, Associate Gaurav Ghosh, Associate Joshua Heft, Associate Susan Wang, Associate Brandon Yoshimura, Associate We advise clients in all retail and ▪ We are a globally recognized strategic advisor to leading retail, consumer
    [Show full text]
  • UNITED STATES SECURITIES and EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 Or 15(D)
    UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): July 23, 2021 QURATE RETAIL, INC. (Exact name of registrant as specified in its charter) Delaware 001-33982 84-1288730 (State or other jurisdiction of (Commission (I.R.S. Employer incorporation or organization) File Number) Identification No.) 12300 Liberty Blvd. Englewood, Colorado 80112 (Address of principal executive offices and zip code) Registrant's telephone number, including area code: (720) 875-5300 Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of exchange on which registered Series A common stock QRTEA The Nasdaq Stock Market LLC Series B common stock QRTEB The Nasdaq Stock Market LLC 8.0% Series A Cumulative Redeemable QRTEP The Nasdaq Stock Market LLC Preferred Stock Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
    [Show full text]
  • Vanguard Russell 1000 Index Funds Annual Report August 31, 2020
    Annual Report | August 31, 2020 Vanguard Russell 1000 Index Funds Vanguard Russell 1000 Index Fund Vanguard Russell 1000 Value Index Fund Vanguard Russell 1000 Growth Index Fund See the inside front cover for important information about access to your fund’s annual and semiannual shareholder reports. Important information about access to shareholder reports Beginning on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, paper copies of your fund’s annual and semiannual shareholder reports will no longer be sent to you by mail, unless you specifically request them. Instead, you will be notified by mail each time a report is posted on the website and will be provided with a link to access the report. If you have already elected to receive shareholder reports electronically, you will not be affected by this change and do not need to take any action. You may elect to receive shareholder reports and other communications from the fund electronically by contacting your financial intermediary (such as a broker-dealer or bank) or, if you invest directly with the fund, by calling Vanguard at one of the phone numbers on the back cover of this report or by logging on to vanguard.com. You may elect to receive paper copies of all future shareholder reports free of charge. If you invest through a financial intermediary, you can contact the intermediary to request that you continue to receive paper copies. If you invest directly with the fund, you can call Vanguard at one of the phone numbers on the back cover of this report or log on to vanguard.com.
    [Show full text]
  • Macroeconomic & Market Update
    Proprietary and Confidential QUARTERLY REPORT MACROECONOMIC & MARKET UPDATE April 18, 2019 Perry Ellis Take-Private Transaction Announced Winner of “The Deal” Middle Market Deal of the Year Award (See pg. 5 for details) DAVID SHIFFMAN CATHY LEONHARDT SCOTT MOSES JEFF DERMAN GREGORY GRAMBLING PATRICK FURLONG Managing Director Managing Director Managing Director Managing Director Managing Director Director Co-Head of Retail Co-Head of Retail Head of Food Retail (212) 508-1625 (212) 508-1674 (212) 508-1643 (212) 508-1642 (212) 508-1660 (212) 508-1675 [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] To be added to the distribution list, please email Andrew Connolly at [email protected] Proprietary and Confidential TABLE OF CONTENTS SECTION I Macroeconomic Update 8 II Financial and M&A Markets Update 21 III Retail Market Update 26 IV Retail Trading and Operating Comparables Analysis 32 1 Proprietary and Confidential GLOBAL RETAIL GROUP Senior Team Peter J. Solomon Marc Cooper David Shiffman Cathy Leonhardt Michael Founder and Chief Executive Managing Director, Managing Director, Gottschalk Chairman Officer Co-Head of Retail Co-Head of Retail Managing Director, Head of Consumer Scott Moses Jeffrey Derman Gregory Patrick Furlong Flore Gimello Managing Director Managing Grambling Director Vice President Head of Food Director Managing Director Retail & Restaurants Additional Team Members Eric Bormel, Associate Gaurav Ghosh, Associate Brandon Yoshimura, Associate Joshua Heft, Associate
    [Show full text]
  • Sustainable Way to Retail
    A MORE Sustainable Way to Retail 2020 CORPORATE RESPONSIBILITY REPORT About Qurate Retail Group We combine the best of retail, media, and social to curate products, experiences, conversations, and communities for millions of highly discerning shoppers. Qurate Retail GroupSM comprises seven leading retail brands—QVC®, HSN®, Zulily®, Ballard Designs®, Frontgate®, Garnet Hill®, and Grandin Road®—engaging millions of customers worldwide via television networks, streaming services, mobile apps, ecommerce sites, social pages, print catalogs, and in-store destinations. Qurate Retail, Inc. (NASDAQ: QRTEA, QRTEB, QRTEP) includes the Qurate Retail Group portfolio of brands as well as other minority interests and green energy investments. About this report This is Qurate Retail Group’s inaugural Corporate Responsibility report and includes our responses to the Sustainability Accounting Standards Board (SASB) framework. We are reporting our performance based 2020 in numbers* on the results of a comprehensive review of our material corporate responsibility (CR) risks and opportunities. Additionally, the ambition of our CR goals is guided by the United Nations’ Sustainable Development Goals in annual revenue $14.2B (UNSDGs). We are committed to continually enhancing our transparency on these vital issues and their impact $1,961M $8.9B on our business and stakeholders in years to come. in free cash flow ecommerce revenue or 63% of annual revenue 26,400 team members Some of our 2020 Awards 7 & Recognitions brands 22M+ customers QRG brands in the US (QVC, HSN, Zulily and Cornerstone) Human Rights Campaign 218M 239M packages shipped Foundation’s 2021 Corporate homes in 2020 for QVC, Inc. (QVC US, Equality Index: 100% reached HSN, and QVC International) worldwide No.
    [Show full text]
  • Qurate Retail Group Women's Entrepreneurship Survey 2020
    Women’s Entrepreneurship Survey 2020 For Women Entrepreneurs, the Shift from ‘Doing’ to ‘Leading’ Is the Critical Step As their business grows, entrepreneurs also double down on brand storytelling and corporate responsibility Women entrepreneurs are a rising force in and the dedication and commitment it takes to business, bringing new ideas and innovative bring their ideas to life. We believe that successful products and services to every sector of the U.S. entrepreneurs have important lessons to share economy. Women represent an increasing portion with those who are just starting the journey. of business owners1 and of the self-employed2, In January 2020, we commissioned a survey of and the number of people employed by women- women entrepreneurs to learn more about the owned businesses continues to grow3. But factors that fueled their success. More than 1,000 entrepreneurs also face daunting challenges. Only women responded, reflecting a representative about 50% of new businesses survive their first five sample of women-led small businesses across the years, and only about one-third make it to their U.S. in terms of size, business sector, life stage, 10th birthday (regardless of the owners’ gender)4. and other factors. Qurate Retail Group has a long-standing Through this research, Qurate Retail Group commitment to women’s empowerment and identified three important ways in which women entrepreneurship. We offer powerful platforms to entrepreneurs modify their thinking as their foster the growth of brands and small businesses, business grows: and we’re proud to create and enable professional experiences and relationships where strong women • First, they pivot from being a “doer” —who gets can build their businesses.
    [Show full text]