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Added to YB: 2025-08-18

Pitch date: 2025-06-30

LBRDA [neutral]

Liberty Broadband Corporation

-41.26%

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

$91.86

Price Target

N/A

Dividend

N/A

EV/EBITDA

-3.39

P/E

-3.38

EV/Sales

N/A

Sector

Media

Category

value

Show full summary:
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.

Read full article (1 min)