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Liberty Global, Inc.

  • The Formation of the World's Leading Cable Company

    By Anh HOANG - May 22, 2013 | Tickers: CMCSA, LBTYA, VMED

    Dan Loeb, the famous hedge fund manager, delivered quite a strong annualized return of 15.4% in the past 15 years, leaving the S&P 500’s annualized return of only 4.5% during the same period in the dust. In the first quarter of 2013, he purchased a lot of shares in Virgin Media (NASDAQ: VMED). With 11 million shares, Virgin Media became his second biggest position, accounting for more »

  • Dan Loeb's Top Two Positions in April

    By Anh HOANG - May 8, 2013 | Tickers: LBTYA, VMED, YHOO

    Dan Loeb, the famous hedge fund manager, recenlty released his Third Point’s letter for shareholders for April. The fund, with $12.9 billion in total AUM, returned only 1.4%, less than the S&P 500’s return of 1.9%. Its year-to-date results came in at 10.5%, also lower than S&P 500’s gain of 12.7%. However, since its inception in December 1996, his fund more »

  • Dan Loeb’s Third Point Likes Japan, Gives 2 Stock Picks

    By Salvatore "Sam" Mattera - April 15, 2013 | Tickers: IP, EWJ, LBTYA

    Dan Loeb runs Third Point LLC, one of the most well-renowned activist hedge funds. With roughly $11.7 billion under management, Third Point is one fund investors should pay attention to.

    The fund released its quarterly letter to investors last Wednesday. In particular, the letter touches on Third Point’s investments in Japan, International Paper (NYSE: IP) and Liberty Global (NASDAQ: LBTYA).

    Third Point likes Japan due to monetary policy more »

  • Apple, Facebook: Multi-Millionaire Betting Heavy

    By Meena Krishnamsetty - April 12, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYA

    The $2.7 billion Valiant Capital is heavily weighted with technology stocks, and given that fund manager Christopher Hansen is an alum of Blue Ridge Capital, we can see that he didn’t change the philosophy of Blue Ridge when he started his fund. This seems to be a winning strategy for Valiant, at least in its equity portfolio—according to 13F filings from the SEC. More than 45% of more »

  • Apple, Facebook: Multi-Millionaire Betting Heavy

    By Meena Krishnamsetty - April 12, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYA

    The $2.7 billion Valiant Capital is heavily weighted with technology stocks, and given that fund manager Christopher Hansen is an alum of Blue Ridge Capital, we can see that he didn’t change the philosophy of Blue Ridge when he started his fund. This seems to be a winning strategy for Valiant, at least in its equity portfolio—according to 13F filings from the SEC. More than 45% of more »

  • Apple, Facebook: Multi-Millionaire Betting Heavy

    By Meena Krishnamsetty - April 7, 2013 | Tickers: AAPL, SCHW, FB, GOOG, LBTYA

    The $2.7 billion Valiant Capital is heavily weighted with technology stocks, and given that fund manager Christopher Hansen is an alum of Blue Ridge Capital, we can see that he didn’t change the philosophy of Blue Ridge when he started his fund. This seems to be a winning strategy for Valiant, at least in its equity portfolio—according to 13F filings from the SEC. More than 45% of more »

  • The Massive European Cable Deal

    By Mike Thiessen - March 18, 2013 | Tickers: BSY, LBTYA, VMED

    In early February, Virgin Media (NASDAQ: VMED) announced that it would be purchased by fellow multimedia rival Liberty Global (NASDAQ: LBTYA) in a cash-and-stock deal valued at well over $15 billion. The combined company would be one of the largest cable and multimedia content providers in the United Kingdom, and enjoy access to several other key European markets as well. In fact, it is estimated that the combined company would more »

  • This Hedge Fund's Top Trio for 2013

    By Meena Krishnamsetty - March 6, 2013 | Tickers: AIG, LVS, LBTYA, MGM, VMED

    Hedge funds are an important indicator for every investor to track. Though it's possible to get bogged down in the industry's collection of 8,000-plus funds, we at Insider Monkey parse this data and track the best picks of the top 450 money managers. Historically, our small-cap strategy beat the market by 18% a year for more than a decade in our back tests, and since we started more »

  • Hedge Fund Tiger Consumer Management’s Top Stock Picks

    By Meena Krishnamsetty - March 4, 2013 | Tickers: GOOG, HD, KRFT, LBTYA, V

    The most popular small cap stocks among hedge funds tend to outperform the S&P 500 by an average of 18 percentage points per year, according to our historical analysis of 13F filings (learn more about imitating hedge funds' small cap stock picks). We also like to study what hedge fund managers and other notable investors own according to their 13Fs, which disclose many long equity positions as of the more »

  • Billionaire Michael Hintze’s Top Picks

    By Meena Krishnamsetty - February 21, 2013 | Tickers: BHP, CCL, LBTYA, NWSA, RYAAY

    Chinese-born Michael Hintze is an Australian/British businessman, famously perched on Forbes’s billionaire list as the 880th richest person in the world. He made his fortune primarily through his hedge fund company CQS; the directional fund’s tremendous gains in 2012 gave it the rank of the third top-performing large hedge fund in the world for the year. CQS released their 13F filing a few days ago, highlighting more »

  • Liberty’s Acquisition of Virgin Media: Gold Still in the Mines?

    By Nicholas Kitonyi - February 14, 2013 | Tickers: LBTYA, NWSA, VMED

    Liberty Global (NASDAQ: LBTYA) must be crossing its fingers hoping that it’s proposition to acquire Virgin Media (NASDAQ: VMED) goes through. Virgin Media confirmed on Tuesday, Feb. 5, that it was indeed in talks with Liberty Global for a possible deal following a spell of media speculation.  John Malone’s Liberty Global seeks to tap into the European market, currently dominated by Rupert Murdoch’s News Corp (NASDAQ: NWSmore »)

  • A Closer Look at Liberty Global-Virgin Media Deal

    By Anh HOANG - February 11, 2013 | Tickers: LBTYA, NWSA, VMED

    The cable TV operator Liberty Global (NASDAQ: LBTYA) has agreed to purchase Virgin Media (NASDAQ: VMED) at around $47.87 per share, with a total transaction value of $23.3 billion. The deal will create one of the world’s leading broadband companies, serving 25 million customers in 14 countries. With substantial synergy, the combined company will have significant potential to monetize its customer base. Let’s dig deeper to more »

  • Should You Follow John Malone to England?

    By Robert Hanley - February 10, 2013 | Tickers: LBTYA, NWSA, VMED

    John Malone’s Liberty multimedia empire had a very busy 2012 and seems intent on following the same script in 2013. On Feb. 5, Liberty Global (NASDAQ: LBTYA) agreed to acquire Virgin Media (NASDAQ: VMED) for $16 billion in a complicated cash and stock offer. If approved, the deal would combine Liberty’s 19 million cable subscribers with Virgin’s roughly 5 million cable subscribers, thereby creating the largest cable more »

  • Hedge Fund Manager Boykin Curry’s Top Stock Picks

    By Meena Krishnamsetty - January 12, 2013 | Tickers: AON, BRK-B, CMCSA, LBTYA, WMT

    Revenel Boykin Curry III founded Eagle Capital Management in 1988; the fund is now managed by his son, Boykin Curry IV. Boykin Curry IV had previously managed a portfolio at Kingdon Capital before taking over Eagle around the turn of the millennium; he is a graduate of Yale and of Harvard Business School. Eagle looks for a combination of two things when it invests: a reasonable price for the current more »

  • You Should See Eton Park's Holdings

    By Federico Zaldua - December 21, 2012 | Tickers: DG, EBAY, LBTYA, NWSA

    In this article I analyze multi-strategy hedge fund Eton Park Capital Management that was founded by Eric Mindich in late 2004 in New York City with a then unprecedented startup capital of 2 billion dollars with a targeted closure of 3.5 billion dollars. I stressed many times in my blog to study what top hedge fund holds in their portfolios. Let’s analyze Eton Park’s current holdings:

    Technology more »

  • Following John Malone Into Liberty Global

    By Anh HOANG - December 20, 2012 | Tickers: LBTYA, LINTA, SIRI, STRZA

    There are normally two ways for a corporation to return cash to shareholders: dividend and share repurchase. The dividend is more straightforward as the corporation just paid out a portion of the cash to shareholders, the cash will be in the shareholders' accounts right away, but they will get taxed on the dividends they received.  In share repurchase, the number of shares outstanding will be reduced, so each shareholder will more »

  • Billionaire Julian Robertson’s Favorite Services Stocks

    By Meena Krishnamsetty - December 12, 2012 | Tickers: CHTR, LBTYA, MA, SIRI, V

    Julian Robertson became a billionaire through his success at Tiger Management, and also had an enormous effect on the financial world by identifying and grooming a pack of “Tiger Cubs” who are now successful hedge funds managers- and, in some cases, billionaires- themselves. While he no longer manages Tiger for outside investors, he reports many of his long equity positions in quarterly 13F filings (find Robertson's favorite stocks). We more »

  • Apple is Tiger Cub Philippe Laffont’s Top Stock Pick

    By Meena Krishnamsetty - November 21, 2012 | Tickers: AAPL, EQIX, LBTYA, PCLN, VMED

    Philippe Laffont’s Coatue Management is considered one of the “Tiger Cub” hedge funds as Laffont worked for several years at legendary investor Julian Robertson’s Tiger Management. Coatue was founded in 1999 and our records show that the fund tends to be overweight technology and services stocks. We have gone through the fund’s 13F for the third quarter of 2012, which discloses many of its long equity positions more »

  • Where and How to Invest in Telecom Growth

    By Hans el - November 5, 2012 | Tickers: AMX, LBTYA

    Investors who have had their hard earned money invested in telecom have had a rough few years.  What once was a lucrative growth story has turned into a high-risk adventure that for some reason still has people calling the remaining skeletons value plays.  Alcatel-Lucent?....No thanks.  Ericsson?.....Ugh.  Nokia Siemens?....I don’t think so.   Motorola?....right.  Nortel, Marconi?....don’t exist anymore.  Cisco?....what have you done for me more »

  • Valiant Capital Likes Apple and Google

    By Meena Krishnamsetty - November 2, 2012 | Tickers: AAPL, GOOG, LBTYA, PCLN, VRSN

    In late October Christopher Hansen’s Valiant Capital filed its 13F for the third quarter of 2012, which disclosed many of the fund’s long equity positions as of the end of September. Hansen had previously been a managing director at Blue Ridge Capital, which is managed by Tiger Cub John Griffin. Even though the fund was founded in March 2008- not long ago, and also a poor time in more »

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