Professional
Added to YB: 2025-08-18
Pitch date: 2025-06-30
LBRDA [neutral]
Liberty Broadband Corporation
-47.08%
current return
Author Info
No bio for this author
Company Info
Liberty Broadband Corporation engages in a range of communications businesses in the United States. The company operates in two segments, GCI Holdings and Charter.
Market Cap
$6.7B
Pitch Price
$91.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.24
P/E
5.64
EV/Sales
8.52
Sector
Media
Category
value
Conventum-Alluvium Global Fund Portfolio Holding: Liberty Broadband Corporation
LBRDA (holding update): Discount to Charter narrowed from 8.9% to 1.4% as Charter's Cox merger ($34.5bn, 6x 2025 EBITDA) accelerated Liberty deal. Cox adds 21.5% passings, 19.7% customers with clear synergies. GCI (Alaskan ops) remains standalone - Malone expects premium to Charter multiple with bolt-on acquisition strategy.
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