External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Liberty Latin America  / Equity Bottom-Up

<ul><li>LILAK has experienced a decline in funds and lack of investor interest, leading to its lowest stock price ever</li><li>Challenges include leverage and delayed synergies from an acquisition</li><li>Despite this, the company has promising mid-term guidance of over $1 billion in free cash flow, with plans for stock buybacks and deleveraging, making it a potential investment opportunity for growth and recovery.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

LILAK has experienced a decline in funds and lack of investor interest, leading to its lowest stock price everChallenges include leverage and delayed synergies from an acquisitionDespite this, the company has promising mid-term guidance of over $1 billion in free cash flow, with plans for stock buybacks and deleveraging, making it a potential investment opportunity for growth and recovery.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Liberty Latin America Ltd (LILAK) - Wednesday, Mar 6, 2024

Research from Superfluous Value, Superfluous Value

Superfluous Value

Research from Superfluous Value

Stock selection has rarely been as important as it is today. After a roaring decade for US markets and with signs of mania everywhere, the S&P 500 as over-priced as it has ever been.

But, there is better way. Superfluous Value is a contrarian, deep-dive into the markets forgotten by the 60/40 instos and indexing, momentum chasers. Where the hot money has long moved on, it leaves behind investments offering great safety and prospective returns.

I believe the 2020s will look diametrically opposite to the recent past, with Emerging Markets, the UK, Japan and commodities set to rip and I intend to be holding the best opportunities available as they do.

Please feel free to come along on the journey.

Contrarian Deep-Dive into the Markets

<div data-attrs='{"url":"https://superfluousvalue.substack.com/subscribe?","text":"Subscribe"}'><div><form class="subscription-widget-subscribe"><ul><li><span style="font-size: var(--content-font-size);">LILAK has become a tragic joke among investors. During its 6-year public life, the share-price has tanked over 80% and all the way down, the faithful have been pitching it with bullet points like “Malone vehicle” and “leveraged buy-backs”.</span></li><li>While some of this was self-inflicted (the spin price was too high and the company overpaid for C&amp;W in a sweetheart deal), much of the pain was outside management’s control and only cyclical in nature.</li><li>Hurricane Maria destroying Puerto Rico, Covid 19 and relentless weakening in Emerging Market currencies and sentiment can hardly be laid at their feet.</li></ul></form></div></div>

LILAK has become a tragic joke among investors. During its 6-year public life, the share-price has tanked over 80% and all the way down, the faithful have been pitching it with bullet points like “Malone vehicle” and “leveraged buy-backs”.While some of this was self-inflicted (the spin price was too high and the company overpaid for C&amp;W in a sweetheart deal), much of the pain was outside management’s control and only cyclical in nature.Hurricane Maria destroying Puerto Rico, Covid 19 and relentless weakening in Emerging Market currencies and sentiment can hardly be laid at their feet.

Value Investing

Vladimir Dimitrov, CFA

<ul><li>Liberty Global has been a challenging name to hold through its years-long restructuring process.</li><li>In spite of the disappointing returns, the company has secured key deals necessary for fixed-mobile convergence in all of its major markets.</li><li>The company still trades at discount to its fair value, in spite of improving fundamentals.</li></ul>

Liberty Global has been a challenging name to hold through its years-long restructuring process.In spite of the disappointing returns, the company has secured key deals necessary for fixed-mobile convergence in all of its major markets.The company still trades at discount to its fair value, in spite of improving fundamentals.

Liberty Global: Securing Long-Term Competitive Advantages

United States

Liberty Global plc owns interests in broadband, distribution, and content companies operating outside the continental United States, principally in Europe, Asia, and Latin America.

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Liberty Global Plc Series C (LBTYK US)

Liberty Latin America Ltd (LILAK) - Wednesday, Mar 6, 2024

LILAK has experienced a decline in funds and lack of investor interest, leading to its lowest stock price ever. Challenges include leverage and...

Value Investors Club

Lets Talk About LILAK

Hurricane Maria destroying Puerto Rico, Covid 19 and relentless weakening in Emerging Market currencies and sentiment can hardly be laid at their...

Superfluous Value

Liberty Global: Securing Long-Term Competitive Advantages

Liberty Global has been a challenging name to hold through its years-long restructuring process. In spite of the disappointing returns, the...

Vladimir Dimitrov, CFA

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