Top 5 Stock Picks of Ryan Frick and Oliver Evans’ Dorsal Capital Management

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1. Liberty Broadband Corporation (NASDAQ:LBRDA)

Dorsal Capital Management’s Stake Value: $315,178,000

Percentage of Dorsal Capital Management’s 13F Portfolio: 15.4%

Liberty Broadband Corporation (NASDAQ:LBRDA) is an owner and operator of various communication businesses. The Englewood, Colorado-based entity is a holding company and has a 26% stake in Charter Communications, Inc. (NASDAQ:CHTR) and completely owns GCI and Skyhook.

In a note to investors issued on December 15, Jeffrey Wlodarczak at Pivotal Research gave Liberty Broadband Corporation (NASDAQ:LBRDA) a Buy rating with a price target of $212. The price target is derived through the sum-of-the-parts valuation of Charter Communications and other segments.

Alphyn Capital Management mentioned Liberty Broadband Corporation (NASDAQ:LBRDA) in its Q1 2021 investor letter. Here’s what the investment management firm said:

“Liberty Broadband completed its merger with GCI, thereby collapsing one layer of the double discount to Charter Communications, presenting a good opportunity to trim that position as well.”

You can also take a peek at the Top 10 Stock Picks of Gordon Malin’s Mountain Road Advisors and 10 Best Gold Stocks To Buy Right Now.

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