Liberty Global (LBTYA) is presented as a sum-of-the-parts story with a hard catalyst, expected to return majority of value within 18-24 months via strategic spin-offs.
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$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
May 10, 2026
The podcast discusses Liberty Global (LBTYK), a company that has historically been complex for value investors. The stock is currently trading at $12, with $10 per share in investments and $5 per share in cash on its balance sheet. The company is planning a spin-off of a business valued between $12-$15 per share, alongside another existing business. The host expresses caution due to past negative experiences with the company and concerns about John Malone's control.
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Liberty Global (LBTYK) is discussed as a complex company with a potential spin-off, but the host expresses caution due to past experiences and concerns about control.
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LBTYAbuy opened May 10, 2026
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