>
  1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Sydnee Gatewood
Sydnee Gatewood
Articles (3388) 

Wally Weitz Comments on Liberty Global

Guru stock highlight

July 30, 2020 | About:
Liberty Global (NASDAQ:LBTYA) (Q2: +37%) also received high marks from investors for its plan to merge its U.K. broadband business with wireless carrier O2 in a 50/50 joint venture. The transaction highlights the value of this asset to a well-informed, strategic buyer and affirmed our thesis that its shares traded at a discount to the “sum of its parts”. Over time, we anticipate management will take additional actions to realize the value of its broadband networks and shrink the discount to our estimate of value.

From Wallace Weitz (Trades, Portfolio)'s Partners III Opportunity Fund second-quarter 2020 commentary.


Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by Sydnee Gatewood


User Generated Screeners


pjmason14Momentum
wigbertHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)