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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.
The stock's performance this quarter reflected a narrowing of its discount relative to the agreed acquisition by Charter Communications. Although minor operational...
— Stuart Pearce, Alexis Delloye
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Other investors who've written on Liberty Capital Corp
Liberty Broadband fell due to uncertainty surrounding Charter Communications' subscriber retention following the end of the Affordable Connectivity Program. The fund expects...
Liberty Broadband fell due to short-term market anxiety over Charter's broadband subscriber growth competitive pressure. The fund added...
Liberty Capital Corp ($LBRDA), formerly GCI Liberty, is the leading telecommunications and broadband provider in Alaska, representing 6.7% of the fund. The manager maintains...