Research

• Liberty Global: CFO call feedback – new M&A options on the table

  November 11, 2025  —  James Ratzer
• Liberty Global: There are better options than a spinout

  October 30, 2025  —  James Ratzer
• Why you should be reading the Tariff Tracker – a leading SR indicator

  September 15, 2025  —  Russell Waller and James Ratzer
• Liberty Global: Q2 25 – FCF upside would be better than more spins

  August 1, 2025  —  James Ratzer
• EU Telecoms: Half-Time 2025 report

  July 22, 2025  —  James Ratzer, Russell Waller and Ben Rickett