Grupo Televisa remains a strong buy due to significant undervaluation and impressive cash flow growth, despite market ignorance and top-line revenue declines. Efficiency gains have led to a 27% increase in operating cash flow and a 30% free cash flow yield at current market prices. The 45% stake in TelevisaUnivision alone is worth $3-4 per share, making the current stock price of $1.90 highly u...
Billionaire money manager Mario Gabelli is a noted value investor in the tradition of Graham and Dodd and renowned for his research-driven equity investment style.
Grupo Televisa is significantly undervalued, with strong cash flows and a 45% stake in TelevisaUnivision worth $3-4 per share alone. Despite revenue declines, operating cash flow has surged, highlighting the company's financial health and potential for shareholder value creation. The integration of Sky into the Cable segment is expected to generate synergies and efficiencies, enhancing cash flo...
Grupo Televisa, S.A.B. (NYSE:TV ) Q2 2024 Earnings Conference Call July 24, 2024 11:00 AM ET Company Participants Alfonso de Angoitia - Co-Chief Executive Officer Francisco Valim - Chief Executive Officer, Cable and Sky Carlos Phillips - Chief Financial Officer Conference Call Participants Vitor Tomita - Goldman Sachs Marcelo Santos - JPMorgan Carlos de Legarreta - Itau Operator Good morning, e...
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