Tag Archives: John Malone Spinoff

Spinoff Odds & Ends: Graham, Noble Corp, Liberty Rights Offerings

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It’s time for another edition of Odds & Ends where we share some random articles and pieces that we have been reading… 1. Barron’s is bullish on ‘small-scale conglomerate’ Graham Holdings (GHC) and thinks it’s sorely undervalued on a sum of the parts basis. Although the stock is up about 17% from the date of publishing to ~$423,… Read More »

Liberty Global Pondering Latin American Asset Spinoff

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While Mr. Malone was busy making other news, Liberty Global (LBTYA) revealed in a filing related to a separate transaction that it was considering a spinoff of its Latin American businesses. A John Malone company thinking about a spinoff? In the words of Capt. Louis Renault ‘Im shocked, shocked’. From the 8-K filing: Liberty Global is disclosing in the offering memorandum… Read More »