Professional
Added to YB: 2025-10-23
Pitch date: 2025-10-21
GLIBA [neutral]
Liberty Capital Corporation
-43.4%
current return
Author Info
No bio for this author
Company Info
Liberty Capital Corporation, through its subsidiaries, provides a range of data, wireless, video, voice, and managed services in Alaska.
Market Cap
$788.8M
Pitch Price
$35.99
Price Target
145.20 (+613%)
Dividend
N/A
EV/EBITDA
3.98
P/E
-2.07
EV/Sales
1.57
Sector
Diversified Telecommunication Services
Category
special_situation
Plural Partners Fund Portfolio Holding: GCI Liberty (GLIB.A)
GLIBA (holding update): Alaska telecom monopoly spun from Liberty Broadband w/ $1B tax shields from step-up basis + OBBBA depreciation = no taxes ~10yrs. Malone (7% owner) targeting acquisitions w/ $900M buying power. 10x EV/FCF today vs 12-20x target = 100-300% upside in 3yrs.
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