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Event Detail

August Special Situations Research Forum (Members Only, Limited Space) (Ended)

Topic: Liberty LiLAC Group (LILAK)

Date, Time, and Location:
Monday, August 24, 2015 (add this event to your Outlook Calendar)
3:30pm - 5:00pm
CFA Society Chicago, 134 N LaSalle St, Chicago, IL  60602   (Driving Directions)

Program Description:
Special situations are corporate actions which could reveal an undervalued security and hence an investment opportunity. Some examples of Special Situations are spinoffs, liquidations, tender offers, restructurings, bankruptcy exits etc. In the Special Situations Research Forum we will discuss an investment situation decided 3 weeks in advance. Every participant in the Forum is expected to research the topic before attending the meeting.

We will discuss Liberty LiLAC Group (LILAK) at our August Special Situations Research Forum meeting. Liberty LiLAC Group is the tracking stock distributed to Liberty Global shareholders on July-1. LILAK represents the cable business of Liberty Global focussed on Latin America and the Caribbean. John Malone and his management team can use LILAK as a vehicle to roll up cable assets in Latin America as they have in Europe and US. The management team has strong operational and capital allocation expertise and they can capitalize on the opportunity to expand in a region that is fragmented and has low broadband and pay TV penetration.

This meeting is a collaborative effort so please be sure to research the topic before the meeting and be prepared to contribute to the discussion.

Attendance will be limited to 15 members - first-come, first-served.

Vishal Mishra; Mishra Capital Management
Nick Redmond; Oculus Asset Management

Members - Free

Attire: Business Casual

Registration: Limited to 15 members
Online Only

3:30pm - 5:00pm - Discussion

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