GRPFF News and Press, Grupo Televisa S.A Cv Ord From 04/12/23

2023-04-12 23:59:00 ET Summary We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by...

Summary Two Barron’s Annual Roundtable, plus one Bloomberg Intelligence article published late January listed 99 stocks of-note for 2023; 78 of those were unduplicated US publicly-listed companies, of which 56 were paid dividends. Barron’s two roundtable discussions on Jan...

Grupo Televisa, S.A.B. (TV) Q4 2022 Results Conference Call February 24, 2023 10:00 AM ET Company Participants Alfonso de Angoitia - Co-Chief Executive Officer Pepe Antonio Gonzalez - Chief Executive Officer of Cable Luis Malvido - Chief Executive Officer of Sky Ca...

Summary Two Barron’s Annual Roundtable, plus one Bloomberg Intelligence articles published late-January listed 99 intriguing stocks for 2023; 77 were unduplicated US publicly-listed companies, of which, 56 paid-dividends. Barron’s two roundtable discussions January 20 and ...

Summary Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. They added Warner Bros. Discovery and increased Salesforce, KKR, and Oracle while decreasing Keurig Dr Pepper and Humana. The top three positions are Alphabet, Fiserv, and Amazon.co...

Grupo Televisa, S.A.B. (TV) Q3 2022 Earnings Conference Call October 28, 2022 9:00 AM ET Company Participants Alfonso de Angoitia – Co-Chief Executive Officer Pepe Antonio Gonzalez – Chief Executive Officer of Cable Luis Malvido – Chief Execu...

Summary Harris Associates’ 13F portfolio value decreased from $75.90B to $62.85B this quarter. They increased Amazon.com, Meta Platforms, and Salesforce while reducing Keurig Dr. Pepper, Humana, Regeneron Pharma, CVS Health, Constellation Brands, and General Dynamics. T...

Grupo Televisa S.A.B. (TV) Q2 2022 Earnings Conference Call July 27, 2022 09:00 AM ET Company Participants Alfonso de Angoitia - Co-Chief Executive Officer Pepe Antonio Gonzalez - Chief Executive Officer, Cable Luis Malvido - Chief Executive Officer, Sky Carl...

Harris Associates’ 13F portfolio value increased from $64.23B to $75.90B this quarter. They increased Charter Communications, General Motors, Amazon.com, and Netflix while reducing Humana, Hilton Worldwide, and General Dynamics. The top three positions are Alphabet, Fiserv,...

Televisa's recent carve-out has resulted in a cleaner capital structure for the remainco while retaining exposure to the high-growth TelevisaUnivision entity. With advertising momentum buoying results and Vix/Vix+ showing promise for the long term, there is a lot to like here. Yet...