Calls
2
Mike Fries
Chairman and CEO, Liberty Global
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 22
$86.12
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U.S. pressure and 'tough love' are pushing Europe to become more muscular, with a greater focus on industrial policy and defense spending to get its economy going. He sees this as a positive dividend and believes Europe is moving in the right direction, even if the Davos mood is conflicted.
Equity Indexes
Long
Jan 22
$10.60
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Liberty Global trades as a classic value play: its European telecom business generates $22B of revenue and $8B of EBITDA, but management believes it is undervalued and underappreciated. The strategy is to unlock value by bringing assets to local public markets, where investors who want dividends and national champions may pay better multiples, and management points to positive momentum in the telecom businesses and its sports, media, and infrastructure portfolio.
Telecom Operators
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Mike Fries has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
