LBRDB News and Press, Liberty Broadband Corp From 05/31/22

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. The Hickory Fund returned -13.15% in the first quarter of 2022. Portfolio returns for the quarter and fiscal year ...

Soros's 13F portfolio value decreased ~12% from $7.31B to $6.57B this quarter. The number of positions decreased from 279 to 273. Soros increased Rivian and Alphabet while decreasing Liberty Broadband, D.R. Horton, and Aramark. They also increased short positions on the Nasdaq 100...

Liberty Broadband Corporation (LBRDK) Q1 2022 Earnings Conference Call May 6, 2022 11:15 am ET Company Participants Courtnee Chun - Chief Portfolio Officer Greg Maffei - President & CEO Brian Wendling - Chief Accounting & Principal Financial Officer Ron Duncan - CEO, GCI Pete Pounds -...

Liberty Broadband press release (NASDAQ:LBRDK): Q1 GAAP EPS of $1.77 beats by $0.28. Revenue of $238M (-3.6% Y/Y) misses by $8.84M. Adjusted OIBDA of $80M. Under the terms of Liberty Broadband and Charter’s stockholder agreement, Liberty Broadband has sold and will continue to sell to ...

We part-financed the additions to Amazon and Wayfair by trimming some Liberty Broadband. Competition is intensifying with telecom companies launching aggressive Fiber-To-The-Home upgrade plans. Moving from a near-monopoly to a duopoly, or longer-term an oligopoly, likely comes wit...

We take a look at the action in preferreds and baby bonds through the first full week of April and highlight some of the key themes we are watching. Preferreds had a bad week and remain under pressure from rising Treasury yields. Only the Energy sector is still in the green year-to-da...

We take a look at the action in preferreds and baby bonds through the last week of March and highlight some of the key themes we are watching. Preferreds joined the broader recovery this week across the income space, pushing March returns into the green. Issuers, particularly thos...

We take a look at the action in preferreds and baby bonds through the fourth week of March and highlight some of the key themes we are watching. Preferreds had another down week as Treasury yields continue to climb. We highlight the new path forward for Libor Fix/Float securities ...

Cell Tower REITs - a perennial performance leader in the real estate sector - have uncharacteristically lagged this year, dipping into "bear market" territory for just the second time in history. Several factors are behind the recent cell tower slump including potential competition fr...

Harris Associates’ 13F portfolio value increased from $62.77B to $64.23B this quarter. They increased Fiserv and Visa while dropping Alibaba Group Holdings and Cenovus Energy. The top three positions are Alphabet, Fiserv, and Bank of America, and they add up to ~16% of the ...