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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (58534)11/22/2016 1:55:18 PM
From: CitizenKane  Read Replies (1) of 78817
 
You are right to have bought LBTYK. It is undoubtedly the best holding of Malone. There is value and growth.

I think that Liberty Global will benefit most from the consolidation of the cable industry in Europe.

They have better management and their cash flow is solid. They have the ability to continue making good acquisitions in the coming years.
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