LBRDB News and Press, Liberty Broadband Corp From 05/04/21

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...

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...

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...

Soros' 13F portfolio value increased from $4.08B to $5.30B this quarter. The number of positions increased from 132 to 146. Soros added Clarivate plc and Elanco Animal Health while dropping DraftKings and E*TRADE Financial. Liberty Broadband at ~16% of the portfolio is by far the ...

Liberty Broadband Corporation (LBRDA) Q4 2020 Results Conference Call February 26, 2021 11:15 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President and Chief Executive Officer Brian Wendling - Chief Accounting Officer & Principal Financial Officer Ron ...

Jeremy Grantham’s 13F portfolio value increased from $14.05B to $16.28B this quarter. GMO Capital increased Wells Fargo, Salesforce.com, and Adobe Systems while dropping Philip Morris and Starbucks. The largest three individual stock positions are Microsoft Corporation, App...

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 ...