1. 二十一世紀(jì)福克斯

????我們首先來看唐?雅克特曼。他是典型的價值投資者，買入特定股票后長線持有，期間還不斷擇機(jī)買進(jìn)相關(guān)股票。雅克特曼管理的亞茨曼基金（Yacktman Fund）在過去十年里的年均回報率為11.3%，跑贏標(biāo)準(zhǔn)普爾500指數(shù)3.5個百分點(diǎn)。新聞集團(tuán)（News Corp.）是這家基金公司的重倉股，類似的還有百事可樂公司（PepsiCo）以及寶潔公司（Procter & Gamble）這兩家財富美國500強(qiáng)企業(yè)。不過，他目前鐘情的是一家將稱之為二十一世紀(jì)福克斯（21st Century Fox）的公司，公司資產(chǎn)由新聞集團(tuán)旗下的電視業(yè)務(wù)【如福克斯體育頻道（Fox Sports）和福克斯新聞頻道（Fox News）】以及電影制片廠組成。二十一世紀(jì)福克斯將于今年六月底與新聞集團(tuán)旗下報刊部門分拆，不過后者仍然冠以新聞之名。雅克特曼認(rèn)為，由于公司提高了有線服務(wù)供應(yīng)商的頻道使用費(fèi)，二十一世紀(jì)福克斯公司的收入有望增加：“它的收入模式將更加依賴頻道收費(fèi)，而不像過去那樣高度依賴廣告。”

——斯科特?森德羅斯基

1. 21st Century Fox

????We start with Don Yacktman, who buys and holds ... and holds. His Yacktman Fund (YACKX) has averaged 11.3% annual returns over the past decade, beating the S&P 500 by 3.5 percentage points a year. News Corp. (NWS) is a top holding (along with PepsiCo (PEP,Fortune 500) and Procter & Gamble(PG, Fortune 500)). But what he really likes today is the company that will be called 21st Century Fox -- comprising News Corp.'s TV businesses, such as Fox Sports and Fox News, and its movie studio -- after it is split from the company's newspapers (which will retain the News name) in late June. Yacktman expects 21st Century Fox's revenue to rise as it charges cable providers more for its channels: "The model is moving toward more fee-driven, as opposed to advertising-driven, revenues."

--Scott Cendrowski