Liberty Global-A Stock Discussion

Juniper Research data shows that global operators can earn US$2.5 billion in 5G FWA (fixed wireless access) revenue in 2023. North America and Northeast Asia are the two major regions contributing revenue.
The global 5G FWA revenue in 2022 will be 515 million yuan. By comparison, revenue will surge 385% in 2023.
$Tesla (TSLA.US)$ $Apple (AAPL.US)$ $AMC Entertainment (AMC.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $NIO Inc (NIO.US)$ $Netflix (NFLX.US)$ $Liberty Global-A (LBTYA.US)$ $Liberty Global-B (LBTYB.US)$

Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter.
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$Skyworks Solutions (SWKS.US)$ and $Jazz Pharmaceuticals (JAZZ.US)$
Stake Disposals:
$Meta Platforms (META.US)$
...

Starbucks Downgraded to Hold From Buy at Deutsche Bank
Deutsche Bank analyst Brian Mullan downgraded $Starbucks (SBUX.US)$ to Hold from Buy with a price target of $106, up from $100. The analyst is making a risk/reward and valuation call on the shares, saying "there is not much more to it than that." He is "truly neutral at current levels; neither positive nor negative."
Crowdstrike Upgraded to Buy From Outperform at Daiwa
Daiwa analyst...

Upgrades
• $AmerisourceBergen (ABC.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $178 (from $167)
• $Arch Resources (ARCH.US)$ : Jefferies Upgrades to Buy From Hold - PT $225 (from $160)
• $BHP Group Ltd (BHP.US)$ : Jefferies Upgrades to Buy From Hold - PT $82 (from $72)
• $Peabody Energy (BTU.US)$ : Jefferies Upgrades to Buy From Hold - PT $36 (from $25)
• $Warrior Met Coal (HCC.US)$ : Jefferies Upgrades to Buy From Hold - PT $50 (from $36)
• $Liberty Global-A (LBTYA.US)$ : Berenbe...

Upgrades
• $Arcos Dorados (ARCO.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80)
• $Buenaventura Mining (BVN.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7)
• $GDS Holdings (GDS.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $55
• $iRobot (IRBT.US)$ : Northland Upgrades to Outperform from Market Perform - PT $85
• $Johnson Controls (JCI.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...

Warren Buffett's Berkshire Hathaway built new stakes in $Floor & Decor (FND.US)$ and $Royalty Pharma (RPRX.US)$ in the third quarter, a regulatory filing revealed on Monday. The famed investor's company also took a knife to several of its pharmaceutical and financial holdings in the period.
On the other hand, Berkshire boosted its $Chevron (CVX.US)$ stake by 24%, after halving its position in the energy group in the first quarter of this year, and trimming it even more in the second quarter.
Buffett's company exited $Merck & Co (MRK.US)$, $Organon & Co (OGN.US)$, and $Liberty Global-A (LBTYA.US)$. It also cut its $AbbVie (ABBV.US)$and $Bristol-Myers Squibb (BMY.US)$ positions by 30% and 16% respectively last quarter, despite only adding those names to its portfolio in the third quarter of last year. Moreover, it trimmed its $Visa (V.US)$, $MasterCard (MA.US)$, $Charter Communications (CHTR.US)$, and $Marsh & McLennan (MMC.US)$.