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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.
Charter Communications and Liberty Broadband detracted from performance amid continued competitive pressure within the U.S. broadband market. Charter has faced...
— FPA Crescent Portfolio Managers
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Other investors who've written on Liberty Broadband Corporation (Liberty Capital)
Liberty Capital operates leading telecommunications and cable broadband infrastructure across Alaska, representing 7.7% of the fund's investment portfolio. The investment manager...
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 FPA Crescent Fund
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
Analog Devices, Inc. ($ADI) is a premier designer and manufacturer of analog, mixed-signal, and digital signal processing integrated circuits that bridge real-world physical signals with digital compute architectures. The manager maintains...
Samsung C&T Corporation ($028260.KS) is the de facto holding company for the Samsung Group, operating diverse divisions across engineering and construction, trading, fashion, and resort operations, while maintaining major equity stakes across the Samsung corporate ecosystem. The manager is...