SIRI has done that split-off with Liberty Media and Berkshire Hathaway just increased their stake to 33%. SiriusXM has more users than Spotify when including Pandora and is sitting rather undervalued ie. Warren Buffet takes advantage. And he’s picky. Something appears to be cooking. Acquisition target? Cause the ER wasn’t that good and he’s not really the yolo’ing kind is he?

Ex-date is today Nov 5 and I’ve heard something about FTD’s outstanding. Can anyone confirm? I’m not saying it will go to the moon and not before a 30% drop. Maybe it’s too obvious to happen idk. Or maybe we’re supposed to think it’s too obvious to happen so we’re like “naah” and then when it happens we’re like “God damn it I knew it!”.

Either way I see it as a stamp of approval and I started a small position Friday in the PM. I hope it’ll drop honestly. I’d like a larger position in this particular case. And Yesterday it did drop so I’ve added a little bit more. Not easy to find a good management and Warren Buffet is known for his and Charlie Munger’s need to like a company’s management and the way they run the business.