LBRDA News and Press, Liberty Broadband Corporation Class A Common Stock From 05/07/21

Liberty Broadband Corporation (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) today reported first quarter 2021 results. Headlines include (1) : Fair value of Charter investment was $36 billion as of March 31 st From March 1 st through April 30 ...

Liberty Broadband acquired GCI Liberty in a stock-for-stock merger in December of last year. The first quarter of business of the "new" Liberty Broadband was thus Q1 2021. The key financial benefit of the acquisition came from taking advantage of the Liberty Broadband stake in Charter...

Liberty Broadband Corporation (Nasdaq: LBRDA, LBRDK, LBRDP) announced that Greg Maffei, President and CEO of Liberty Broadband Corporation, will be presenting at the MoffettNathanson Media & Communications Virtual Summit on Wednesday, May 12 th at 2:00 p.m. E.D.T. During his pre...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy continued to rebound in what we view as a mo...

At the end of 2020, GCI Liberty was acquired by Liberty Broadband. When the deal went into effect, GCI Liberty common and preferred stock were replaced by Liberty Broadband securities. The new Liberty Broadband preferreds, replacing the GCI Liberty preferreds, are a decent telco incom...

Liberty Broadband Corporation’s (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) President and Chief Executive Officer, Greg Maffei, will host a conference call to discuss results for the first quarter of 2021 on Friday, May 7 th at 11:15 a.m. (E.D.T.). Befor...

Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situ...

Harris Associates’ 13F portfolio value increased from $41.07B to $51.71B this quarter. They added CNH Industrial and doubled Keurig Dr Pepper while dropping CVS Health and Baidu. The top three positions are Alphabet, CNH Industrial, and Bank of America, and they add up to ~...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $8.40B to $9.38B this quarter. The number of positions increased from 35 to 38. They added Netflix and increased Credit Acceptance Corp while reducing Wayfair during the quarter. The top three positions are...

Over the last few months, I’ve written a series of articles on software as a service (SaaS) firms and their stocks, and especially those that pass the Rule of 40. The Rule of 40 (R40) balances sales growth and profitability in hyper-growth SaaS companies, and we have found as a...