PERSON DIRECTORY
Rich Howe
Rich Howe appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
Rich Howe argues Liberty Global’s share price is well below sum-of-the-parts value, with cash, growth investments, a planned Ziggo spin, and VMO2 supporting the case.Spinning Liberty’s Ziggo stake could force independent valuation, but subscriber losses, reduced buybacks, governance, portfolio expansion, and VMO2 leverage leave the value-unlock thesis unresolved.