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[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 [...]
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