LBRDB News and Press, Liberty Broadband Corp From 12/23/21

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...

Prem Watsa’s 13F portfolio value decreased from $3.11B to $3.07B 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 portio...

Soros' 13F portfolio value decreased from $5.93B to $5.42B this quarter. The number of positions decreased from 257 to 250. Soros increased General Motors and Aramark while reducing Amazon.com, Alphabet, and Invesco QQQ Trust ETF. Liberty Broadband at ~12% of the portfolio is by f...

Morgan Stanley's look at cable companies following their Q3 earnings season has the firm looking at lowered estimates for broadband subscriber additions - but it says shares have overcorrected in response. In 2020, it notes, the three cablecos it covers added 4.2 million net broadband subscri...

Liberty Broadband (NASDAQ:LBRDK): Q3 GAAP EPS of $1.29 misses by $0.56. Revenue of $250.22M (+5829.4% Y/Y) beats by $1.72M. Press Release For further details see: Liberty Broadband EPS misses by $0.56, beats on revenue

"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...