GCI Liberty Spin-off Deep Dive
In anticipation of its merger with Charter Communications (CHTR), Liberty Broadband (LBRDA/LBRDK) spun off its Alaska telecom business (GCI Liberty).
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Weekly Update (GLIBK, BDX, WAT)
The big news this week is Liberty’s spin-off GCI Liberty began trading. On July 14, 2025, Becton Dickinson (BDX) announced a tax-free Reverse...
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Weekly Update (GCI, IGT/BRSL, Greenblatt)
In November 2024, Liberty Broadband (Nasdaq: LBRDA/LBRDK) agreed to be acquired by Charter Communications (CHTR) in an all‑stock deal. Under the...
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5G Set to Disrupt the Cellular Business Model.
New Street Research has been trying to separate the hype from reality for 5G . The traditional cellular business model is already passing, with...
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