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
Holly LaFon
Holly LaFon
Articles (8165) 

Baron Funds Comments on DEN Networks

August 30, 2012 | About:

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.


Rating: 3.3/5 (4 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by Holly LaFon


User Generated Screeners


pbarker46PTBV
HOLKLSUSmall & Mid Cap 2018 Rising Ra
FranktheTankKramer XGrowth
FranktheTankH Kramer
HOLKLSUTest First Trade Late Stage
pbarker46Cdn E&P
glenh967Small Cap investing universe
flaabValue Screener
jink68Look
soho_analogusd project2018
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)

GF Chat

{{numOfNotice}}
FEEDBACK