GLIBA Liberty Capital Corporation

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here. Investors were optimistic about a potential truce with Iran, highlighted by a mid-June memorandum for negotiations on regional security and sanctions, causing oil prices to drop and the market to rally. Despite geopolitical uncertainties, investors remain focused on a surge […]

Liberty Capital Corp (GLIBA) initiates a $60 million annual dividend and expects Quintillion acquisition to boost free cash flow, despite an 11% OIBDA decline.

GCI Liberty, Inc. - Series C GCI Group (GLIBK) delivered earnings and revenue surprises of -65.22% and -1.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Liberty Capital Corporation (GLIBA) delivered earnings and revenue surprises of -65.22% and -1.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ONDAS INC (ONDS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its “Small-Cap Fund”. A copy of the letter can be downloaded here. The letter states that the portfolio holdings are attractive now based on both P/V and P/FCF metrics; however, market winners have gone far higher than fair value. The Fund returned […]