Research

• Liberty Global review: New target of $14 post-spin

  November 15, 2024  —  James Ratzer
• Liberty Global Q3 24: Record low service revenue trends a headwind to value creation

  October 29, 2024  —  James Ratzer
• European Telecoms Refresh: Can the outperformance continue?

  September 26, 2024  —  James Ratzer, Russell Waller and Ben Rickett
• Liberty Global Q2 24: Deeper dive on Telenet FTTH deal and VMO2 results

  July 26, 2024  —  James Ratzer
• European Telecoms: Half-time 2024 Review

  July 8, 2024  —  James Ratzer, Russell Waller and Ben Rickett