LILAB News and Press, Liberty Latin America Ltd From 02/17/21

Berkshire Hathaway's 13F stock portfolio value increased from ~$236B to ~$270B this quarter. Their largest three holdings are at ~63% of the entire portfolio. Berkshire Hathaway increased Verizon Communications & T-Mobile US while reducing Wells Fargo & Suncor Energy durin...

Wallace Weitz's 13F portfolio value increased from $2.13B to $2.35B this quarter. The number of positions increased from 66 to 67. Weitz Investment Management increased Aon plc, CarMax, and Fidelity National Information Services, while reducing Charles Schwab, Thermo Fisher Scientific...

Liberty Global and Liberty Latin America have a well thought through approach to creating value for shareholders. Liberty Latin America has not yet been able to deliver on all the proven steps to maximize value of the company, also because acquisitions have had the focus lately. A...

Liberty Latin America's stock has been crushed by the COVID-19 pandemic; however, the underlying business is still producing positive cash flow. The company recently completed the acquisition of AT&T's Puerto Rican assets at what appear to be fire-sale prices. The company has ...

2020, for the terrible pain it has caused millions of citizens around the globe, ironically and paradoxically it was a banner year for many investors, including myself. I have been preaching about a rotation to value for a few months and I stand by my thesis. 2021 will likely be a muc...

Wallace Weitz's 13F portfolio value increased from $2.01B to $2.13B this quarter. The number of positions increased from 65 to 66. Weitz Investment Management increased Liberty Sirius XM, Charles Schwab, and Aon plc, while reducing Liberty Broadband, Alphabet, and Facebook. The to...

Burry performed very well prior to and during the great recession. Now he is back and his portfolio is made public every quarter. Burry has pulled back on leverage this quarter, reducing his exposure to call options. He has also taken positions in a number of COVID-19 vaccine play...

Berkshire Hathaway's 13F stock portfolio value increased from ~$202B to ~$229B this quarter. Their largest three holdings are at two-thirds of the entire portfolio. Berkshire Hathaway reduced financials while adding several positions in the Big Pharma area. For further detai...

Liberty Latin America Ltd. (LILA) Q3 2020 Earnings Conference Call November 05, 2020, 08:00 AM ET Company Participants Vivek Khemka - Chief Technology and Product Officer Naji Khoury - Managing Director, Liberty Communications of Puerto Rico LLC Balan Nair - President and CEO Christopher Noye...

The following slide deck was published by Liberty Latin America Ltd. in conjunction with their 2020 Q3 earnings call. For further details see: Liberty Latin America Ltd. 2020 Q3 - Results - Earnings Call Presentation