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Liberty Broadband Corp $ 138.6 -1.13 (-0.81%)

Volume:
55,206
Avg Vol (1m):
139,355
Market Cap $:
25.16 Bil
Enterprise Value $:
25.70 Bil
P/E (TTM):
138.60
P/B:
2.36
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Liberty Broadband Corp News and Headlines -

GuruFocus Articles Total 43
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Discussion of markets and holdings

The Partners III Opportunity Fund's Institutional Class returned +7.59% in the third calendar quarter compared to +8.93% for the S&P 500 (the Fund's primary benchmark) and +9.21% for the Russell 3000. For the calendar year to date, the Partners III Opportunity Fund's Institutional Class returned +0.50% compared to +5.57% for the S&P 500 and +5.41% for the Russell 3000.

Equities extended their rally during the third quarter, with some sectors (most notably large-cap software and technology) returning to, and through, their prior highs. The U.S. economy is healing from the worst of the shutdown-induced trauma, but its recovery has lagged

19 Views    Sydnee Gatewood    2020-10-23 20:59
Guru stock highlight

The Fund's largest holding, Liberty Broadband (LBRDA) (owner of a 26% stake in Charter Communications (CHTR)), set the performance standard for both the quarter and year-to- date periods. As customers spend increasingly more time at home, the utility of Charter's broadband offering has never been clearer, and the company's continued execution against its growth plan drove its shares to new heights.

From [url=https://www.gurufocus.com/StockBuy.php?GuruName=Wallace+Weitz]Wallace Weitz[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=Wallace+Weitz]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=Wallace+Weitz]Portfolio[/url])'s Hickory Fund third-quarter 2020 commentary.

2 Views    Sydnee Gatewood    2020-10-23 20:22
Discussion of markets and holdings

The Hickory Fund returned +4.82% in the third calendar quarter compared to +7.46% for the Russell Midcap Index, the Fund's primary benchmark. For the calendar year to date, the Hickory Fund returned -10.39% compared to -2.34% for the Russell Midcap Index.

Equities extended their rally during the third quarter, with some sectors once again reaching new highs. Our portfolio continued to recover as well, albeit at a slower pace than in the prior quarter. The U.S. economy continues to heal from the worst of the shutdown-induced trauma, but progress has somewhat lagged the pace set by the market. This is

26 Views    Sydnee Gatewood    2020-10-23 20:04
Firm's largest sales of the 2nd quarter

Wallace Weitz (Trades, Portfolio)'s Weitz Investment Management Inc. manages a $2 billion equity portfolio composed of 63 stocks as of the quarter's end. The firm sold shares of the following stocks during the second quarter of 2020.

Select Sector SPDR ETF

The fund closed its position in Select Sector SPDR ETF (XLF). The trade had an impact of -1.33% on the portfolio.

8bcd255c4ecaaa6e55b82bc486e37bb8.pngLiberty Global

The investment fund trimmed its holding in Liberty Global PLC (LBTYK) by 42.24%. The trade had an impact of -1.28% on the portfolio.

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32 Views    Tiziano Frateschi    2020-08-14 15:28
Guru dumps semiconductor company and finance ETF

Wallace Weitz (Trades, Portfolio), manager of the Weitz Value and Weitz Partners Value Funds, disclosed this week that his top five sells during the second quarter were in the Financial Select Sector SPDF Fund (XLF), Liberty Global PLC (LBTYK), Liberty Broadband Corp. (LBRDK), Intelligent Systems Corp. (INS) and Marvell Technology Group Ltd. (MRVL).

Weitz's approach to value investing combines Benjamin Graham's price sensitivity and insistence on a margin of safety with a conviction that qualitative factors that allow a company to control its destiny could outweigh statistical measures like the company's reported earnings and historical book value.

404 Views    James Li    2020-08-12 21:58
Guru stock highlight

Liberty Broadband’s (2.6%) (LBRDK)(LBRDA) (LBRDK/LBRDA – $110.72/$107.00 – NASDAQ) principal asset is a 21% interest in Charter Communications, the second largest cable company in the United States. Liberty Broadband is the product of decades of financial engineering by cable pioneer Dr. John Malone, who effectively controls the company. Charter, currently operated by former Cablevision executive Tom Rutledge, successfully integrated the acquisitions of Time Warner Cable and Bright House and is now capitalizing on its broadband infrastructure advantage during a time of increasing internet usage. Almost one quarter of Liberty Broadband is owned by another Malone-related public entity knows as

48 Views    Sydnee Gatewood    2020-05-29 20:30
Discussion of markets and holdings

To Our Shareholders,

For the quarter ended March 31, 2020, the net asset value (NAV) per Class A Share of The Gabelli Value 25 Fund decreased 29.0% compared with a decrease of 19.6% for the Standard & Poor’s (S&P) 500 Index. Other classes of shares are available. See page 2 for additional performance information for all classes.

First Quarter Commentary

The first quarter of 2020 was one of the worst in stock market history, with the novel coronavirus that causes COVID-19 spreading rapidly around the globe, and societies everywhere responding with various forms of “social distancing,” culminating with most of

107 Views    Sydnee Gatewood    2020-05-29 20:02
Firm's largest sales of the 1st quarter

Wallace Weitz (Trades, Portfolio)’s Weitz Investment Management Inc. sold shares of the following stocks during the first quarter of 2020.

Booking

The firm closed the Booking Holdings Inc. (BKNG) position. The portfolio was impacted by -2.09%.

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The online travel agency has a market cap of $57.75 billion and an enterprise value of $59.55 billion.

GuruFocus gives the company a profitability and growth rating of 10 out of 10. The return on equity of 60.87% and return on assets of 16.26% are outperforming 98% of companies in the travel and leisure

120 Views    Tiziano Frateschi    2020-05-12 15:31
Insiders load up on Dell Technologies, dump XPO Logistics

The GuruFocus All-in-One Screener can be used to find insider trades from a specific period of time or for a certain range of values. For these stock picks, I went under the Insiders tab and changed the settings for All Insider Buying to “$5,000,000+,” the duration to “March 2019” and All Insider Sales to “$5,000,000+.”

According to these filters, the following are this past week's most significant trades from company insiders.

Dell Technologies

CEO Michael S. Dell bought 828,199 shares of Dell Technologies Inc. (DELL) for an average price of $31.70 per share on March 20.

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251 Views    Tiziano Frateschi    2020-03-22 20:04
Guru stock highlight

Liberty Broadband’s (LBRDA) primary asset is 54 million shares of Charter Communications (CHTR), worth $26 billion. Shares rose as Charter delivered solid results and better- than -expected cash flow as its investment cycle winds down.

From Wallace Weitz (Trades, Portfolio)'s Partners III Opportunity Fund fourth-quarter 2019 commentary.

17 Views    Sydnee Gatewood    2020-02-07 22:54
Discussion of markets and holdings

The Partners III Opportunity Fund’s Institutional Class returned +5.19% in the fourth quarter compared to +9.07% for the S&P 500 and +9.10% for the Russell 3000. For the year, the Partners III Opportunity Fund’s Institutional Class returned +34.22% compared to +31.49% for the S&P 500 and +31.02% for the Russell 3000.

While one- year returns are not as important as the longer-term results (see performance table), we are pleased to report a very good year in both absolute and relative terms. A full accounting of the Fund’s top contributors and detractors for the quarter and the year is available on

80 Views    Sydnee Gatewood    2020-02-07 22:43
Discussion of markets and holdings

January 22, 2020

Dear Sequoia Shareholders and Clients:

Sequoia Fund’s results for the quarter and year ended December 31, 2019 appear below with comparable results for the S&P 500 Index:

138 Views    Sydnee Gatewood    2020-01-24 17:47
Discussion of markets and holdings

The Partners III Opportunity Fund’s Institutional Class returned +2.95% in the third quarter compared to +1.70% for the S&P 500 and +1.16% for the Russell 3000. For the year to date, the Partners III Opportunity Fund’s Institutional Class returned +27.60% compared to +20.55% for the S&P 500 and +20.09% for the Russell 3000.

Although the pace of gains slowed, the Fund’s positive third quarter return (both absolute and relative) added to an already strong calendar year. Quarterly returns were led by Intelligent Systems (Q3: +44%), Alphabet (Q3: +13%) and Texas Instruments (Q3: +13%). Intelligent Systems recouped prior quarter declines on

67 Views    Sydnee Gatewood    2019-10-22 20:51
Guru stock highlight

Liberty Broadband’s (NASDAQ:LBRDK) (1.5%) (LBRDK/LBRDA – $91.74/$91.64 – NASDAQ) primary asset is a 21% stake in Charter Communications, the second largest cable provider in the U.S. Charter continues to reap the benefits of its 2016 acquisition of Time Warner Cable while growing its residential and commercial broadband subscriber base and consistently shrinking its shares outstanding. Liberty’s Chairman Dr. John C. Malone was a pioneer in the cable industry having built TCI into the country’s largest cable provider before selling to AT&T. Another Malone-related entity, GCI Liberty, owns 24% of Liberty Broadband and 2% of Charter; we believe the two

66 Views    Holly LaFon    2019-06-17 19:51
Guru's largest sales of the 1st quarter

Wallace Weitz (Trades, Portfolio), co-chief investment officer of Weitz Investment Management, sold shares of the following stocks during the first quarter.

The investor exited his Allergan PLC (AGN) position. The trade had an impact of -2.39% on the portfolio.

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The pharmaceutical company has a market cap of $44.37 billion and an enterprise value of $66.13 billion.

GuruFocus gives the company a profitability and growth rating of 6 out of 10. The return on equity of -10.59% and return of equity of -6.85% are underperforming 88% of companies in

30 Views    Tiziano Frateschi    2019-05-15 20:08
Investor praised by Warren Buffett takes gains on companies as weaknesses appear in their businesses

Lou Simpson (Trades, Portfolio), an investor renowned for his work at Berkshire Hathaway (BRK.A)(BRK.B), slashed his positions in Cable One Inc. (CABO) and Allison Transmission Holdings Inc. (ALSN), his portfolio’s largest stake, he disclosed Thursday.

Simpson won accolades from Warren Buffett (Trades, Portfolio) when he managed the $4 billion portfolio of Geico, a Berkshire subsidiary. After retiring from Geico in 2010, he founded SQ Advisors, a firm with around $3.1 billion in assets under management as of early 2018. In an interview with Kellogg School of Management at Northwestern University, he said he buys

982 Views    Holly LaFon    2019-04-12 22:07
Tiger Cub founder of Coatue Management has made a killing on the tech sector

In recent months, GuruFocus began tracking a new investor, [url=http://www.gurufocus.com/StockBuy.php?GuruName=Philippe+Laffont]Philippe Laffont[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Philippe+Laffont]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Philippe+Laffont]Portfolio[/url]) of global investment firm Coatue Management.

Laffont began his investment career three years before Coatue as an employee of [url=http://www.gurufocus.com/StockBuy.php?GuruName=Julian+Robertson]Julian Robertson[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Julian+Robertson]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Julian+Robertson]Portfolio[/url])’s Tiger Management hedge fund. The experience earned him the designation of “Tiger Cub,” placing him in the company of other noted hedge fund managers who launched their own funds after time at Robertson’s firm, such as [url=http://www.gurufocus.com/StockBuy.php?GuruName=Andreas+Halvorsen]Andreas Halvorsen[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Andreas+Halvorsen]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Andreas+Halvorsen]Portfolio[/url]), [url=http://www.gurufocus.com/StockBuy.php?GuruName=Chase+Coleman]Chase Coleman[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Chase+Coleman]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Chase+Coleman]Portfolio[/url]) and [url=http://www.gurufocus.com/StockBuy.php?GuruName=Lee+Ainslie]Lee Ainslie[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Lee+Ainslie]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Lee+Ainslie]Portfolio[/url]).

Since his firm’s inception in 1999, Laffont has focused primarily on the technology sector, which

664 Views    Holly LaFon    2019-01-02 22:16
Discussion of holdings and markets

The Partners III Opportunity Fund’s Institutional Class returned +4.60% in the third calendar quarter compared to +7.71% for the S&P 500 and +7.12% for the Russell 3000. For the calendar year to date, the Partners III Opportunity Fund’s Institutional Class returned +7.48% compared to +10.56% for the S&P 500 and +10.57% for the Russell 3000.

In mid-August, the ongoing U.S. equity rally added another superlative to its resume, claiming the title of the longest bull market since WWII (as measured by the S&P 500). As the saying goes, “bull markets don’t die of old age,” but we suspect they do

187 Views    Holly LaFon    2018-10-23 18:36
Guru stock highlight

The Fund’s top (long) detractor for the quarter was Liberty Broadband (NASDAQ:LBRDA) (-11%), a holding company that owns a significant stake in U.S. broadband and cable TV provider Charter Communications. Progress in Charter’s integration of Time Warner Cable and Bright House Networks has come in fits and starts, making it difficult for analysts to forecast results in any given quarter. We continue to have strong conviction in Charter’s long-term opportunities and position as an advantaged provider of broadband connectivity. Investors are encouraged to read our Analyst Corner feature on Charter for a more in-depth discussion.

54 Views    Holly LaFon    2018-07-24 18:54
Discussion of markets and holdings

The Partners III Opportunity Fund’s Institutional Class returned +0.93% in the second calendar quarter compared to +3.43% for the S&P 500 and +3.89% for the Russell 3000. For the calendar year to date, the Partners III Opportunity Fund’s Institutional Class returned +2.75% compared to +2.65% for the S&P 500 and +3.22% for the Russell 3000.

Stock price volatility, particularly after a period of prosperity, is sure to cause some investors anxiety. But, taking advantage of occasional bouts of investor fear and greed (and their propensity to switch back and forth between them) is a cornerstone of our investment philosophy. As

148 Views    Holly LaFon    2018-07-24 16:35

Headlines Total 17
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Through December 31, 2019

Sequoia Fund

S&P 500 Index*

Fourth Quarter

5.98%

9.07%

1 Year

29.12%

31.49%

2020-10-23 $ 138.6 (-0.81%)
3:59pm
3:22pm
3:04pm
2020-05-10
10:08pm
2020-02-07 $ 132.89 (-0.27%)
4:54pm
4:43pm
2019-11-14 $ 118.09 (0.93%)
6:15pm
2019-11-08 $ 116.72 (0.78%)
5:15pm
2018-07-24 $ 75.49 (-0.98%)
1:54pm
2018-04-12 $ 81.64 (0.41%)
4:58pm
2018-01-24 $ 95.14 (1.26%)
4:16pm
2017-10-24 $ 88.8 (-2.34%)
10:50am
2017-04-27 $ 90.4 (0.87%)
2:24pm
2017-01-26 $ 85.91 (8.86%)
2:19pm
2016-11-08 $ 66.24 (1.75%)
11:52am
11:50am
2016-04-22 $ 55.41 (-0.07%)
11:55am
Total 17
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