LBTYA - European Assets at Depressed Multiples + Strong Broadband Growth Prospects + Latin America Assets Spinoff

LBTYA - European Assets at Depressed Multiples + Strong Broadband Growth Prospects + Latin America Assets Spinoff

Liberty Global Plc (LBTYA) - Recommended to subscribers on Apr 11th 2014 at $39.00

Themes:
1) Stock Split of faster growing Latin America assets
2) Consolidation of European acquisitions and margin expansion and cash flow growth.
3) NFLX expansion in Europe to fuel Broadband growth.
4) Recovery of European Economies and Euro Currency
5) Strong competitive position in most markets with #1 or #2 Broadband and Cable Provider
6) Partner with John Malone and Mike Fries
7) Free upside from MVNO growth

LMCA - Reasonable Valuation + Partnering with Excellent Capital Allocator John Malone

LMCA - Reasonable Valuation + Partnering with Excellent Capital Allocator John Malone

Liberty Media Corporation (LMCA) - Recommended to subscribers on May 15th 2014 at $125.00

Themes:
1) Stock Split of Broadband and Charter/Cable assets to make more appealing to investor base.
2) Possible Acquisition of Comcast SpinCo by CHTR
3) New Investments in LYV at attractive Forward Rate of Returns
4) Under-appreciated assets including Atlanta Braves etc
5) Recovery of SIRI share price due to continued cash-flow growth.
6) Partner with John Malone and Greg Maffei

LGF - Value from Growing Content Library and Upside from Young Adult Franchises

LGF - Value from Growing Content Library and Upside from Young Adult Franchises

 Lions Gate Entertainment Corp. (LGF) - Recommended to subscribers on May 8th at $25.00

DWA - Value from Growing Content Library and Upside from Sequels

DWA - Value from Growing Content Library and Upside from Sequels

 DreamWorks Animation SKG Inc. (DWA) - Recommended to subscribers on May 8th at $24.00

TTM - Developed Market Earnings Stream + Emerging Markets Growth at Attractive Multiple

TTM - Developed Market Earnings Stream + Emerging Markets Growth

Tata Motors Limited - Developed Market Earnings Stream + Emerging Markets Growth at Attractive Multiple. The company owns the brands Jaguar, Land Rover, Indica, Nano etc.

Recommended to subscribers in Seo 2013 at $22.00

IBN - Future Wells Fargo of India

IBN - Future Wells Fargo of India

ICICI Bank - Recommended to subscribers in Sep 2013 at $25.75

APO - Value Investment In Excellent Value Investor

APO - Value Investment In Excellent Value Investor

Apollo Global Management - Recommended to  subscribers at $24.50 on May 22 2014.