Hide

FocusBar

Subscribe to Premium Member
Free 7-day Trial
All Articles and Columns »

Baron Funds Comments on DEN Networks

August 30, 2012 | About:
Holly LaFon

Holly LaFon

84 followers
From Baron Funds' second quarter letter:

During the quarter, we also established a position in DEN Networks Ltd. (DEN), which, like Hathway Cable and Datacom Ltd., Dish TV India Ltd. and Zee Entertainment Enterprises Ltd. (also current holdings of the Fund), stands to benefit significantly from the recent mandate for digitization of pay television in India. DEN is a cable television distribution company, with additional operations in broadband Internet access and pay television content. The recent digital mandate will end the mass under-reporting of pay television subscribers in India, while enhancing the service quality. Further, given the significant capital investment required by the cable Multiple System Operator's to comply with the mandate, we anticipate improved pricing power over time for all industry participants.

Tickers in the article:


Download guru portfolio report (PDF format):

Ron BaronDownload Guru portfolio report
Ron Baron (Updated on 05/21/2013)

Track Gurus’ Stock Purchases Daily – Real Time Guru Picks

GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 3 days after the date of the transaction. This is just one of the features provided with GuruFocus Premium Membership.

Click Here to Try It Free!


Rating: 3.3/5 (4 votes)

Comments

Please leave your comment:


More Gurufocus Links

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial
FEEDBACK

This article has been successfully added into your Bookmark.

Members Only. Please Sign Up or Log In first.

Bookmark of this article has been deleted.