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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.
Liberty Capital - Alaskan cable company Liberty Capital was a contributor in the quarter. The company reported...
— Southeastern Asset Management, Inc.
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Other investors who've written on Liberty Broadband Corporation (Liberty Capital)
Liberty Broadband Corporation ($LBRDA) detracted from returns before Charter completed its acquisition of the company during the quarter.
The stock's performance this quarter reflected a narrowing of its discount relative to the agreed acquisition by Charter Communications. Although minor operational...
Liberty Broadband fell due to uncertainty surrounding Charter Communications' subscriber retention following the end of the Affordable Connectivity Program. The fund expects...
More institutional theses from Longleaf Partners Small-Cap Fund
Clearwater Paper is a manufacturing company that produces paperboard packaging products used widely in consumer goods and food services. The manager maintains...
Rayonier is a timberland real estate investment trust that manages productive commercial forests in the United States and New Zealand, comprising 7.7% of the portfolio. The investment manager...
Empire State Realty Trust is a real estate investment trust that owns prime commercial properties in New York City, including the iconic Empire State Building, representing 7.4% of the fund. The manager is...