LBRDA News and Press, Liberty Broadband Corporation Class A Common Stock From 02/25/22

Liberty Broadband Corporation (“Liberty Broadband”) (Nasdaq: LBRDA, LBRDK, LBRDP) today reported fourth quarter and year end 2021 results. Highlights include (1) : Fair value of Charter investment was $35 billion as of December 31 st From November 1 ...

Wallace Weitz's 13F portfolio value increased from $2.39B to $2.49B this quarter. The number of positions increased from 58 to 59. Weitz Investment Management increased CoStar Group and Fidelity National Information Services while reducing Laboratory Corp, AON plc, and Fidelity Nation...

Soros' 13F portfolio value increased from $5.42B to $7.31B this quarter. The number of positions increased from 250 to 279. Soros added Rivian Automotive during the quarter. They also added a fairly large short position on the Nasdaq 100 through Puts on Invesco QQQ ETF. Simultaneo...

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...

Expert prediction results. My predictions’ current status. Unfinished business for 2022. For further details see: 2021 Prediction Roundup

Harris Associates’ 13F portfolio value decreased from $62.80B to $62.77B this quarter. They increased Fiserv, Humana, and Alibaba while decreasing CNH Industrial, Liberty Global, and Automatic Data Processing. The top three positions are Alphabet, Bank of America, and Chart...

Wallace Weitz's 13F portfolio value increased from $2.37B to $2.39B this quarter. The number of positions decreased from 60 to 58. Weitz Investment Management increased Dun & Bradstreet Holdings during the quarter. The top three positions are Alphabet, Berkshire Hathaway, and ...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value decreased from $11.28B to $11.13B this quarter. The number of positions decreased from 35 to 33. They increased Meta Platforms, Taiwan Semi, Wayfair, and CarMax while reducing Credit Acceptance and dropping Arista Networks an...

By far the largest part of Liberty Broadband is the ownership of a quarter of Charter Communications. For some time now, Liberty Broadband shares have offered a discount as an investment in Charter Communications in comparison with buying Charter Communications stock directly. Thr...

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...