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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (53729)4/9/2014 11:06:51 PM
From: Jurgis Bekepuris   of 78667
 
LBTYK - It's the same as LBTYA, just no voting. Neither is cheap IMHO. I have a small position.

It's the only one of the Liberty companies that is pure-play cable co. In Europe though. So it some sense it's closest to Malone's original company. But a lot of people argue that LMCA is better investment. I don't know. I would probably hold an equal amounts of LBTYA and LMCA and maybe LINTA, but LBTYA and LINTA seem much more expensive and hard to justify as investments. Not that LMCA is very cheap. So I only have small position in LBTYA/LBTYK.
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