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  1. Research and Markets: UK Convergence and Consolidation - The Inevitable Consequence of Digital Strategies

    Research and Markets: UK Convergence and Consolidation - The Inevitable Consequence of Digital Strategies

  2. Slovak Telekom IPO Price Range Tightens, Source Says -- Update

    Slovak Telekom IPO Price Range Tightens, Source Says -- Update

  3. Tech and Telecom Sectors: Time to Be Selective

    Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.

  4. Friday Five: A Balanced View on Twitter, a Long View on Yum

    This week we raised our fair value for Twitter, maintained our fair value for Yum Brands in the wake of bad news, and sized up T-Mobile's newest suitor.

  5. Orange Juiced by International Growth

    The carrier has changed its name from France Telecom to better demonstrate the global nature of its business.

  6. Our Outlook for Tech & Communication Services Stocks

    Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.

  7. F5's Growth Is Far From Over

    The firm's strategy and market opportunities support our $100 per share fair value estimate and narrow moat rating.

  8. Our Outlook for Tech & Communication Services Stocks

    Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.

  9. Exploring Indexing’s Next Frontiers

    Two veterans and a relative newcomer discuss the methodologiesĀ and practices that have made their indexes successful.

  10. The Friday Five

    Five stats from the market and the stories behind them. This week: A 3,000 euro limit in Cyprus, Buffett takes 10 million shares, and BlackBerry 10 hits a respectable 1 million units sold.

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