Grahamisback

;D It reminds me of a comment about Simpson in 2004 (But he's usually right.) ;)

Enjoy! http://csinvesting.org/2013/02/26/value-vault-greenblatt-videos/ Thank you John Chew ;)

http://www.dataroma.com/m/holdings.php?m=SQ He sold half of his stake in Dell last quarter :-\

Bloomberg : Carl Icahn Reports Herbalife Stake Equal to 12.98%

I have recently discovered Fabrikant's letters from Seacor, I recommend! http://ir.stockpr.com/seacorholdings/letters-to-stockholders

On February 11, 2013, Starz issued a press release announcing that it had entered into a new, multi-year agreement with Sony Pictures Entertainment that extends Starz’ exclusive first-run output premium pay TV deal. As a result, Starz will have the exclusive pay television rights to Sony Pictures’ theatrical releases through 2021. The previous agreement between the two companies had covered motion pictures released theatrically through 2016. http://www.sec.gov/Archives/edgar/data/1507934/000110465913009094/a13-4825_1ex99d1.htm Maybe we should create a thread for Starz :)

January 11, 2013 Starz has approximately $450 million available to borrow under its bank credit facility after this distribution. Following the Spin-Off, Liberty will have approximately $450 million available under its stock repurchase program, and Starz will have approximately $400 million available under its stock repurchase program. http://ir.starz.com/releasedetail.cfm?ReleaseID=733176 February 5, 2013 On February 5, 2013, Starz, LLC, a wholly-owned subsidiary of Starz, along with a co-issuer subsidiary of Starz, LLC (collectively the “Co-Issuers”) announced the proposed offering and later announced the pricing of $175 million aggregate principal amount of 5.00% senior notes due 2019 (...) http://www.sec.gov/Archives/edgar/data/1507934/000110465913008083/a13-4619_18k.htm ;D

Next month, 14th or 15th ;) http://www.sec.gov/cgi-bin/browse-edgar?company=SQ+Advisors&match=&CIK=&filenum=&State=&Country=&SIC=&owner=exclude&Find=Find+Companies&action=getcompany

Starz distributed 1.8b to LMC in total or 1.4b since last 30sept balance sheet (see p43) $500 millions > senior securities 5% 2019 $995 millions > revolving credit facility (see p11-12) Starz_LLC_September_30_2012_Unaudited_Condensed_Consolidated_Financial_Statements.pdf