LongMANUJun 2026
Manchester United plc
Manchester United is a scarce global sports and entertainment asset with strong brand durability. Gabelli sees redevelopment potential and diversified monetization through media…
The Gabelli Global Content & Connectivity Fund
Global sector strategy focused on communications, media, connectivity, digital platforms, and related technology.$82M AUM5 published ideas
The Gabelli Global Content & Connectivity Fund invests globally across communication services, media, connectivity, and technology-linked businesses. The strategy combines structural growth themes with company-specific catalysts and asset values.
Ideas from The Gabelli Global Content & Connectivity Fund
LongMTNJun 2026
MTN Group Ltd.
MTN is Africa's largest mobile network operator and has growth opportunities in data, fintech, and AI-enabled services. Management believes AI can create a sizeable new revenue…
LongRCIJun 2026
Rogers Communications Inc.
Rogers combines leading Canadian wireless and cable assets with a valuable sports and media portfolio. Full ownership of Maple Leaf Sports & Entertainment gives the company…
Long9984Jun 2026
SoftBank Group Corp.
SoftBank provides broad exposure to artificial intelligence, robotics, and technology through listed and private holdings. Its investment in OpenAI materially increases direct…
LongTMUSJun 2026
T-Mobile US Inc.
T-Mobile raised its 2027 targets for service revenue, EBITDA, and free cash flow. Gabelli expects continued share gains, broadband growth, and monetization of the company's scale…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.