Liberty Global PLC
Safaricom and Vodacom to Team Up to Buy M-Pesa Rights
Kenya’s Safaricom and South Africa’s Vodacom want to team up to purchase M-Pesa rights from Vodafone (VOD).
Inside Vodafone’s Financial Balancing Act
An EU antitrust watchdog is set to approve Vodafone’s (VOD) takeover of certain cable networks from Liberty Global (LBTYA).
Vodafone Shows That It Won’t Let the Liberty Deal Perish
A year ago, Vodafone agreed to purchase Liberty’s cable operations in Germany and Eastern Europe for ~$22 billion.
Liberty Global to Collect $27 Billion from Asset Sales
Liberty Global (LBTYA) is on track to collect close to $27 billion from asset sale transactions with Vodafone (VOD) and Sunrise Communications.
A Look at Vodafone’s $4.5 Billion Fundraising Plan
Vodafone (VOD) is raising about $4.5 billion through the sale of convertible bonds, according to a report from Bloomberg.
Ericsson Sharpens Focus on $280 Billion Managed Service Market
Ericsson (ERIC) will use artificial intelligence to power its new managed services solution aimed at communications service providers.
Vodafone-Liberty Global to Face Thorough Review
On May 9, Vodafone (VOD) announced that it had reached an agreement to purchase Liberty Global (LBTYA) assets in certain European markets.
Ericsson Wins More Business from Liberty Global
Liberty Global, the world’s leading international television and broadband company, has signed up to buy more managed services from Ericsson.
Charter’s Board Shakeup Brings Sirius Chief on Board
Charter Communications’ (CHTR) board of directors is undergoing some changes.
Vodafone’s Stake in Africa Is Set to Fall
Vodafone’s (VOD) stake in its African subsidiary Vodacom is set to fall. Vodacom operates in several African countries.
Looking at the Portfolio of the T. Rowe Price European Stock Fund
Consumer discretionary is the most-invested sector by the PRESX, followed by financials. These two sectors combine to form 31% of the portfolio.
A Forgettable 2016 for ARTIX
ARTIX has had a forgettable 2016 so far. As of August, it was the second-worst performer in 2016 among the funds under review.
Why 2016 Has Been Bad for the T. Rowe Price European Stock Fund
The T. Rowe Price European Stock Fund (PRESX) has fallen 7.3% YTD (year-to-date). What drove this fall?
Why Was 2015 Disappointing for the Franklin Mutual European Fund?
The Franklin Mutual European Fund was barely able to keep its head above water in 2015 with the smallest gains among the funds in this review.
Detractors across Sectors Held TEMIX Back in Year-to-Date 2015
In the one-year period, TEMIX has returned 4.0%, while from November’s end until December 22, the fund has fallen a sharp 9.8%.
A Snapshot of the T. Rowe Price International Stock Fund (PRITX)
The T. Rowe Price International Stock Fund (PRITX) requires a minimum initial investment of $2,500. PRITX is a no-load fund.
The T. Rowe Price European Stock Fund’s September Performance
The T. Rowe Price European Stock Fund (PRESX) fell 3.3% in September 2015 from a month ago. Its performance puts it in the bottom half of our ten funds.
Netflix’s Stock Prices after Its 3Q15 Earnings Release
In 3Q15, Netflix generated returns of 95.64% during the trailing twelve months and -2.87% in the trailing one-month period.
Maverick Capital Sells Its Position in Twenty-First Century Fox
In November 2014, Fox sold its 100% stake in Sky Italia and its 57% ownership in Sky Deutschland to British Sky Broadcasting Group for ~$8.8 billion.
Luxor Capital Reduces Its Position in Twenty-First Century Fox
Twenty-First Century Fox, a diversified global media and entertainment company, is home to a number of cable, broadcasting, and film networks and properties.
Luxor Capital Cuts Its Stake in AMC Networks
AMC Networks is a pioneer in the cable television programming industry known for delivering high quality programming content to its audience.
Coatue Management raises position in Facebook
In 3Q14, Coatue Management added to its position in Facebook Inc. (FB). The stock accounted for 5.79% of the fund’s portfolio for the quarter.
Coatue Management adds position in eBay
In 3Q14, Coatue Management added to its position in eBay Inc. (EBAY). The stock accounted for 3.37% of the fund’s portfolio for the quarter.
Coatue Management ups stake in Baidu
In 3Q14, Coatue Management added to its position in Baidu Inc. (BIDU). The stock accounted for 8.19% of the fund’s portfolio for the quarter.
Why Blue Ridge Capital exits position in Coach
Coach shares fell in June after the company said it will close 70 out of its 351 North American full-price stores by the end of the first half of 2015.
Why Blue Ridge Capital started new position in Yandex
Yandex is one of the largest European Internet companies and the leading search provider in Russia.
Point72 Asset Management starts a new position in Estée Lauder
Steven Cohen’s Point72 Asset Management, which was earlier known as SAC Capital, added a position in Estée Lauder Companies (EL) in 1Q 2014.
Steven Cohen and Point72 Asset Management’s 1Q 2014 positions
Steven Cohen’s Point72 Asset Management, the new name for SAC Capital Advisors, disclosed new positions in its 13F filing this month.
Why Berkshire Hathaway gains from reducing its Phillips 66 stake
Berkshire Hathaway’s position in Phillips 66 (PSX) that now accounts for 0.71% of the fund’s 1Q 2014 portfolio was reduced from 2.00% in 4Q 2013.
Warren Buffett’s Berkshire Hathaway ups its position in Walmart
Berkshire Hathaway upped its position in Wal-Mart Stores Inc. (WMT), which now accounts for 4.19% of the fund’s 1Q 2014 portfolio, from 3.71% in 4Q 2013.
Warren Buffett’s Berkshire Hathaway ups its Liberty Global stake
Berkshire Hathaway added to its position in Liberty Global PLC (LBTYK) last quarter. The position now accounts for 0.57% of Berkshire’s 1Q 2014 portfolio, up from 0.25% last quarter.
Berkshire Hathaway buys a new stake in Verizon Communications
Berkshire Hathaway took a new position in Verizon Communications (VZ) last quarter. The position accounts for 2.04% of the fund’s portfolio.
Eric Mindich’s Eton Park sells its position in Liberty Global
Eton Park exited a position in international cable company Liberty Global Plc (LBTYA) that accounted for 13.09% of the fund’s 3Q portfolio.
Eton Park buys new stack in Air Products & Chemicals
Eric Mindich’s Eton Park Capital Management opened a new position in Air Products & Chemicals Inc. (APD) that accounts for 2.47% of the fund’s fourth quarter portfolio.
Must-know: Eric Mindich and Eton Park’s 4Q13 positions
Eric Mindich’s Eton Park Capital Management posted 22.3% returns in 2013, the fund told investors in a letter cited by news websites.
Buffett’s Berkshire Hathaway opens a position in Liberty Global
International cable company Liberty Global (LBTYA) is a new 0.25% position initiated by Berkshire Hathaway in 4Q. Liberty Global operates in 14 countries, including 12 European countries.
Berkshire Hathaway reveals a new position in Goldman Sachs
Berkshire Hathaway opened a brand new position in Goldman Sachs that accounts for 2.14% of the investment company’s $104 billion portfolio.
Davidson Kempner Capital opens new positions in WWAV, CBS, MCD and sells LBTYK, NVE, FDX—13F Flash B
Davidson Kempner Capital Management LLC is an event-driven hedge fund manager led by president Thomas Kempner, Jr. Why buy CBS Corp. (CBS)?
Davidson Kempner Capital opens new positions in WWAV, CBS, MCD and sells LBTYK, NVE, FDX—13F Flash A
Davidson Kempner Capital Management LLC is an event-driven hedge fund manager led by president Thomas Kempner, Jr. Why buy Whitewave Foods Co. (WWAV)?