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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We sold shares in Liberty Broadband (LBRDK), which derives nearly all its value from its ownership position in Charter Communications. A more mature...
— Haruki Toyama, Andy Romanowich, Rich Eisinger
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Other investors who've written on Liberty Broadband Corporation
More institutional theses from Madison Mid Cap Fund
Arthur J. Gallagher & Co. ($AJG) is the third-largest commercial insurance brokerage in the world, acting as an intermediary to help middle-market commercial clients evaluate, place, and administer insurance policies and risk management services. Madison initiated a...
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