$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
YAVP episode #390
Rich Howe of Stock Spin-Off Investing makes the bull case for Liberty Global ($LBTYK): cheap on a sum-of-the-parts, an upcoming Ziggo spin to crystallize value, and a hidden ventures portfolio. Andrew pushes back hard on Malone, Fries, and Liberty's long history of value that never quite shows up.
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Transcript for paid subs begins below (The initial transcript is AI-generated and is replaced with a professionally edited version when available)
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