LBRDB News and Press, Liberty Broadband Corp From 11/03/21

"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...

The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. For the third quarter of 2021, Sequoia Fund gen...

Harris Associates’ 13F portfolio value increased from $58.52B to $62.80B this quarter. They increased Fiserv, Netflix, Regeneron, and Alibaba while decreasing Cenovus Energy, Mastercard, Howmet Aerospace, Caterpillar, and MGM Resorts. The top three positions are Alphabet, B...

Ruane, Cunniff & Goldfarb’s 13F portfolio value increased from $10.63B to $11.28B this quarter. The number of positions decreased from 37 to 35. They increased Micron Technology, Anthem, and Netflix while reducing Jacobs Engineering and Arista Networks during the quarter. T...

Prem Watsa’s 13F portfolio value increased from $2.87B to $3.11B 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 portion of the...

We take a look at the action in preferreds and baby bonds through the third week of August and highlight some of the key themes we are watching. August is shaping up to be the weakest month for preferreds since last March. Yield compression remains a key theme highlighting the low...

Wallace Weitz's 13F portfolio value increased from $2.26B to $2.37B this quarter. The number of positions remained steady at 60. Weitz Investment Management added Roper Technologies and increased Dun & Bradstreet while dropping Box Inc. and Summit Materials. The top three posi...

Charter Communications (CHTR -0.3%) has drawn a Street-high price target from Pivotal Research, which is looking for stronger growth even as the cableco faces tougher comparisons for the rest of the year. The firm raised its price target to $1,000 from $820, now implying 26% upside. Charter h...

Soros' 13F portfolio value increased from $5.33B to $5.93B this quarter. The number of positions increased from 229 to 257. Soros increased Amazon.com while reducing QuantumScape and dropping Baidu, Tencent Music Group, ViacomCBS, and Vipshop Holdings. Liberty Broadband at ~12% of...

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