Loading investment pitches...
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 Broadband Corp. (LBRDA) (26% owner of Charter Communications) was the Fund's top year-to-date detractor. Shares of Charter...
— Wally Weitz, CFA® & Drew Weitz
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Liberty Broadband Corporation (Liberty Capital)
Liberty Capital operates leading telecommunications and cable broadband infrastructure across Alaska, representing 7.7% of the fund's investment portfolio. The investment manager...
Liberty Broadband Corporation ($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...
More institutional theses from Weitz Partners III Opportunity Fund