- Entry
- $30.81
- Now
- $22.52 -26.9%
- Target
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- Score
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Hi everyone - first time posting here, looking forward to the discussion. I just wrote a 30 page report on GCI Liberty (GLIBA) having interviewed 17 former employees, customers, and competitors. Here are the highlights: GCI spun out from Liberty Broadband in July and has a market cap of $1bn and EV of $2bn. The company is Alaska’s dominant telecom operator with 90% market share in its key business yet trades for 10x underlying FCF. Investors have overlooked the spinoff …
— ORIGINAL POST ·
GCI Liberty (GLIBA) - Spinoff, John Malone, Dominant Telecom
· r/SecurityAnalysis
· Dec 7, 2025