LBRDB News and Press, Liberty Broadband Corp From 08/06/21

Liberty Broadband (NASDAQ:LBRDK): Q2 GAAP EPS of $0.30 misses by $1.33. Revenue of $242.28M (+5794.9% Y/Y) misses by $8.32M. Press Release For further details see: Liberty Broadband EPS misses by $1.33, misses on revenue

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 $51.71B to $58.52B this quarter. They increased Humana, General Dynamics and Regeneron Pharmaceuticals, while decreasing Agilent Technologies, Mastercard, TE Connectivity and CNH Industrial. The top three positions are A...

Wallace Weitz's 13F portfolio value decreased from $2.35B to $2.26B this quarter. The number of positions decreased from 67 to 60. Weitz Investment Management increased AutoZone, Aon plc, Facebook, Fidelity National Information Services, and Box Inc., while reducing Oracle, Berkshire ...

The pandemic is getting under control in large parts of the world, travel restrictions are lifted and people will be taking more trips. TripAdvisor is one of the companies that will benefit. If investors want to be part of that, they can buy TripAdvisor shares or Liberty TripAdvisor H...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $9.38B to $10.63B this quarter. The number of positions decreased from 38 to 37. They added Micron Technology and Anthem, Inc. while reducing Mastercard, Visa, Berkshire Hathaway, Wayfair, and Arista Networks d...

Soros' 13F portfolio value increased marginally from $5.30B to $5.33B this quarter. The number of positions increased from 146 to 229. Soros added ViamcomCBS, Baidu, Vipshop Holdings, and Tencent Music Group while dropping Palantir Technologies and SelectQuote. Liberty Broadband a...

On May 17th, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q1 2021. I curated a list of some of the best-performing hedge funds and looked into their holdings at the end of March 2021. Several common themes appear w...

Liberty Broadband Corporation (LBRDK) Q1 2021 Earnings Conference Call May 7, 2021 11:15 AM ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President & Chief Executive Officer Brian Wendling - Chief Accounting & Principal Financial Officer Ron Duncan - Ch...

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...