EPISODE 297 - STEPHEN ARNOLD
Our guest on the mid week edition of the Morning Mail is Evans and Partners Head of International Equities, Stephen Arnold.
Stephen launched research coverage on British Sky Broadcasting (“B Sky B”) yesterday, and we discuss the company this morning. Stephen covers the different segments of their business, where they have been allocating capital over recent years and their opportunity to grow revenue. We also focus on the strong value that is evident currently with respect to the difference between the current share price and long term valuation.
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