LBRDA News and Press, Liberty Broadband Corporation Class A Common Stock From 12/10/21

A year-ahead look at cable and satellite companies from Morgan Stanley argues that it's been good times in 2021 - but the industry is drawing capital and competitive heat that will continue to pressure added subscriptions. Long-term, the firm is staying bullish, but the "post-pandemic hangove...

Prem Watsa’s 13F portfolio value decreased from $3.11B to $3.07B 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 portio...

Soros' 13F portfolio value decreased from $5.93B to $5.42B this quarter. The number of positions decreased from 257 to 250. Soros increased General Motors and Aramark while reducing Amazon.com, Alphabet, and Invesco QQQ Trust ETF. Liberty Broadband at ~12% of the portfolio is by f...

Morgan Stanley's look at cable companies following their Q3 earnings season has the firm looking at lowered estimates for broadband subscriber additions - but it says shares have overcorrected in response. In 2020, it notes, the three cablecos it covers added 4.2 million net broadband subscri...

Charter to Participate in Liberty Broadband Corporation's Annual Investor Meeting PR Newswire STAMFORD, Conn. , Nov. 15, 2021 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that Tom Rutl...

Liberty Broadband (NASDAQ:LBRDK): Q3 GAAP EPS of $1.29 misses by $0.56. Revenue of $250.22M (+5829.4% Y/Y) beats by $1.72M. Press Release For further details see: Liberty Broadband EPS misses by $0.56, beats on revenue

Liberty Broadband Corporation (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) today reported third quarter 2021 results. Headlines include (1) : Fair value of Charter investment was $40 billion as of September 30 th From August 1 st through Octobe...

"What would John Malone do?" faced with valuable assets, a low valuation and an aversion to paying taxes. Altria is a cheap stock with substantial earnings. Low valuation and hidden assets mean substantial upside remains. For further details see: Altria Could Unlock Valu...

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 third quarter of 2021 on Thursday, November 4 th at 11:15 a.m. (E.D.T.)...

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...