LBRDA News and Press, Liberty Broadband Corporation Class A Common Stock From 10/20/21

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...

Liberty Broadband Corporation (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) will be holding its annual Investor Meeting on Thursday, November 18, 2021, which will occur concurrent with the annual Investor Meeting of Liberty Media Corporation (“Liberty Media&#x...

The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. For the third quarter of 2021, Sequoia Fund gen...

RD2322 RMD deployed in NC4000 fiber nodes for Remote MACPHY network upgrade With support from CommScope , GCI, Alaska’s largest telecommunications provider, is the first company to successfully deploy the CommScope RD2322 RxD as a Remote MACPHY Device (RMD) in...

Harris Associates’ 13F portfolio value increased from $58.52B to $62.80B this quarter. They increased Fiserv, Netflix, Regeneron, and Alibaba while decreasing Cenovus Energy, Mastercard, Howmet Aerospace, Caterpillar, and MGM Resorts. The top three positions are Alphabet, B...

Ruane, Cunniff & Goldfarb’s 13F portfolio value increased from $10.63B to $11.28B this quarter. The number of positions decreased from 37 to 35. They increased Micron Technology, Anthem, and Netflix while reducing Jacobs Engineering and Arista Networks during the quarter. T...

Prem Watsa’s 13F portfolio value increased from $2.87B to $3.11B this quarter. Fairfax Financial's largest three stakes are Atlas Corp, BlackBerry, and Resolute Forest Products. They together account for ~76% of the 13F assets. The 13F securities form a small portion of the...

We take a look at the action in preferreds and baby bonds through the third week of August and highlight some of the key themes we are watching. August is shaping up to be the weakest month for preferreds since last March. Yield compression remains a key theme highlighting the low...

Wallace Weitz's 13F portfolio value increased from $2.26B to $2.37B this quarter. The number of positions remained steady at 60. Weitz Investment Management added Roper Technologies and increased Dun & Bradstreet while dropping Box Inc. and Summit Materials. The top three posi...

Soros' 13F portfolio value increased from $5.33B to $5.93B this quarter. The number of positions increased from 229 to 257. Soros increased Amazon.com while reducing QuantumScape and dropping Baidu, Tencent Music Group, ViacomCBS, and Vipshop Holdings. Liberty Broadband at ~12% of...