Filings:
CWC & LiLAC (LILA) merger filings
Other:
Worked on "New CWC & LiLAC" valuation
RBC Capital - LILA report
Publicizing my daily reading; striving to read as much as I can to become the best investor I can be. Comments & Suggestions on process, efficiency, material read is appreciated and encouraged.
Wednesday, January 13, 2016
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)
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
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
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
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
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
Monday (January 4, 2016)
Newspaper:
Wall Street Journal (WSJ)
Annual Reports:
2008 BNSF Burlington Northern
Wall Street Journal (WSJ)
Annual Reports:
2008 BNSF Burlington Northern
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