Category Archives: [LILA/LILAK] Liberty Latin America


[LILAK – Liberty Latin America] Once more unto the breach

LILAK, the widow maker.  For many years, a core holding of Generic Value Partners.  This stock has been pitched many times, each new pitch underpinned by sensible-sounding premises that are by now so familiar that their recitation seems almost tiresome: cable moat, Malone, consolidation, forced selling, insider buying, secular growth.  And yet, since it began […]

To access this post, you must purchase Annual subscription or Quarterly subscription.