Wednesday, January 13, 2016

Tuesday (1/12/2016)

Filings:
CWC & LiLAC (LILA) merger filings

Other:
Worked on "New CWC & LiLAC" valuation
RBC Capital  - LILA report

Monday, January 11, 2016

Monday (1/11/2016)

Newspaper:
1/5 Wall Street Journal (WSJ)
1/6 Wall Street Journal (WSJ)
1/7 Wall Street Journal (WSJ)
1/8 Wall Street Journal (WSJ)
1/9-1/10 Wall Street Journal (WSJ)

Phone Conversation:
30 minute phone conversation w/ "Media TMT" company

Annual Report:
2014 Cable & Wireless (CWC.L)

Friday (1/9/2016)

Phone Conversation:
1 hour phone conversation w/ "Real Estate" investment company

Filings:
1H Cable & Wireless (CWC.L) Financial Report (not SEC, under IFRS reporting)

Notes:
Went through 2012/2013/2014/2015 Cable & Wireless (CWC.L) Annual Report --> copied financial information for review

Thursday (1/8/2016)

Book:
22 pages: Cable Cowboy (John Malone)

Other:
Worked on VTR & Liberty Puerto Rico ("LILA") valuation
Updated Q3/2015 LiLAC financials
Transcribed full notes from 2 conversations with "LILA" investor relations
RBC Capital "LILA" & "CWC" Analyst Reports

Wednesday, January 6, 2016

Wednesday (1/6/2016)

Filings:
Q3/2015 ---- Liberty Global/LiLAC Press Release
Q4/2014 --- 10-K
Q3/2015 ---VTR 10-Q / Press Release

Transcripts:
Q3/2015 ---- Liberty Global/ LiLAC

Tuesday (1/5/2016)

Presentations:
LiLAC (LILA/LILAB/LILAK) - Investor Presentation 2015
BNSF - 2014 Annual Review Presentation

Filings:
Q4/2014    BNSF

Annual Reports:
2014         BNSF

Book:
17 pages: Cable Cowboy (John Malone) -- Intro + Ch. 1

Monday, January 4, 2016