LBRDB News and Press, Liberty Broadband Corp From 02/18/21

On February 15th, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q4 2020. Several stocks stand out when we look at the form 13F of some of the best-performing hedge funds. Focusing on the very best ideas, I reviewed ...

Prem Watsa’s 13F portfolio value increased from $1.77B to $2.25B this quarter. Fairfax Financial's largest three stakes are Atlas Corp., BlackBerry, and Kennedy-Wilson. They together account for ~72% of the 13F assets. The 13F securities form a small portion of their overal...

Wallace Weitz's 13F portfolio value increased from $2.13B to $2.35B this quarter. The number of positions increased from 66 to 67. Weitz Investment Management increased Aon plc, CarMax, and Fidelity National Information Services, while reducing Charles Schwab, Thermo Fisher Scientific...

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...

This past week – Liberty and EVgo. The weeks ahead – Andina rights and Lucid. Endorsements – Morgan Stanley and Blade. For further details see: SPACs Of The Week

6 new SPAC IPOs this morning. Today's best opportunity. A new one worth focusing on. For further details see: SPAC Action This Day: Give Me Liberty Or Give Me Death

Part 2 of Cracking the Hedge Fund Code contains the latest data for 2021. Discovering purchase parameters and characteristics of hedge fund selections put you ahead of strong capital flows for large gains. This article reveals trading ideas from published research showing that "si...

My favorite pre-IPO SPAC is Liberty Media Acquisition Corp (LMACAU). What are the other candidates for dream SPACs? 4 top corporate SPAC candidates. For further details see: The #1 SPAC In History II

Andvari Associates seeks a comprehensive understanding of the strategy, the people, and the culture of a business before we invest a penny. The fund's goal is to build conviction in a small set of names over a multi-year period and concentrate firm capital in those names. The vast majorit...

Harris Associates’ 13F portfolio value decreased marginally from $41.11B to $41.07B this quarter. They increased Automatic Data Processing and added Keurig Dr. Pepper while reducing Pinterest and CoreLogic. The top three positions are Alphabet, Bank of America, and Charter ...