Added to YB: 2025-07-21
Pitch date: 2025-07-10
GLIBA [bullish]
GCI Liberty, Inc.
+41.76%
current return
Author Info
Divergent Capital is a self-taught value investor in the tradition of Graham, Buffett and Munger. Sign up for the newsletter.
Company Info
GCI Liberty, Inc., through its subsidiaries, provides a range of data, wireless, video, voice, and managed services in Alaska.
Market Cap
$1.6B
Pitch Price
$28.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.11
P/E
-3.94
EV/Sales
2.19
Sector
Diversified Telecommunication Services
Category
special_situation
GCI Liberty: A Spin-Off Opportunity with Multiple Catalysts
GLIBA: Spin-off from Liberty Broadband creates potential bargain due to institutional selling pressure. Decreasing capex post-2026, $420M tax shield, and Alaska Plan completion will boost FCF to est. $196.4M by FY27. At $12.45 implied price vs $41-68 est. value (6-10x FCF), significant upside. Malone controls 52.4% voting rights. Catalysts: video segment sale ($2.72-5.98/share), capital allocation focus.
Read full article (14 min)