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Holly LaFon
Holly LaFon
Articles (8464) 

Sequoia Fund Comments on Liberty Broadband

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April 12, 2018 | About:

Liberty Broadband (NASDAQ:LBRDA) is another holding company with essentially one asset: a large interest in leading U.S. cable company Charter Communications. We have long admired the management at Charter and view it as a competitively advantaged provider of what many describe as the essential utility of the 21st century: broadband internet service. Calculating the earning potential of this evolving, capital-intensive business is a complicated exercise, but by our reckoning, we purchased our stake for a low price relative to the cash profit growth we expect in coming years.

From Ruane Cunniff (Trades, Portfolio)'s first quarter 2018 shareholder commentary.

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