Added to YB: 2025-07-21
Pitch date: 2025-07-16
GLIBA [bullish]
GCI Liberty, Inc.
+14.09%
current return
Author Info
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Company Info
GCI Liberty, Inc., through its subsidiaries, provides a range of data, wireless, video, voice, and managed services to residential customers, businesses, governmental entities, and educational and medical institutions in Alaska.
Market Cap
$1.0B
Pitch Price
$32.43
Price Target
N/A
Dividend
N/A
Sector
Diversified Telecommunication Services
Category
value
GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
GLIBA: Alaska telecom leader at cheaper multiple vs peers. Broadband 70% of rev w/ 3000 miles cable. USF govmt funding ~40% of rev, potential risk. Malone as Chairman can leverage tax shield (~$420M value) & low cash tax status for M&A. Valuation thesis: EBITDA multiple should exceed CHTR's 7x given full tax shelter & declining capex intensity.
Read full article (5 min)