Professional
Added to YB: 2024-03-21
Pitch date: 2024-01-31
LBRDA [bullish]
Liberty Broadband Corporation
-27.14%
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 offers subscription-based internet, mobile, and video and voice services; and residential and business services, including Spectrum Internet, mobile, TV, and voice products; Spectrum Business that offers Internet, mobile, video and voice services to small businesses, as well as tailored connectivity, communications and managed service solutions for mid-market and large businesses; and Spectrum Reach that provides local, regional and national businesses to advertise in individual and multiple service areas on cable television networks, and various streaming services and advertising platforms.
Market Cap
$7.9B
Pitch Price
$74.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.39
P/E
-3.38
EV/Sales
N/A
Sector
Media
Category
value
Sequoia Fund Added On Portfolio Holding: Liberty Broadband Corporation
LBRDA: Added at 8x norm FCF/shr as stock fell despite EPS up. Value in $CHTR stake. Broadband subs slowed but low churn, pricing power intact. Reliable FCF even if biz stalls. Mid-teens+ cash EPS growth if revs & op inc rise modestly.
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