GLIBK
Liberty Capital Corporation Series C GCI Group Common Stock
stock NASDAQ

What's the thesis for GLIBK? They've posted huge earnings misses for EPS and revenue for the last 3 consecutive quarters. And their dividend pays out more than their actual FCF.

My two biggest positions are CHTR and GLIBK. People are freaking out about the slow (1-3% per year) erosion of broadband cable, and have priced these companies for bankruptcy. All you have to do is sit down and do the math and you see how ridiculously wrong that opinion is.

CHTR and GLIBK. It is almost impossible for chtr to get any lower. $120s was an absolutely retarded valuation. GLIBK because I'm a massive John Malone believer

What's the thesis for GLIBK? They've posted huge earnings misses for EPS and revenue for the last 3 consecutive quarters. And their dividend pays out more than their actual FCF.

My two biggest positions are CHTR and GLIBK. People are freaking out about the slow (1-3% per year) erosion of broadband cable, and have priced these companies for bankruptcy. All you have to do is sit down and do the math and you see how ridiculously wrong that opinion is.

CHTR and GLIBK. It is almost impossible for chtr to get any lower. $120s was an absolutely retarded valuation. GLIBK because I'm a massive John Malone believer