r/SecurityAnalysis

GCI Liberty (GLIBA) - Spinoff, John Malone, Dominant Telecom

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 …

Why gov't-sponsored healthcare insurers are unjustifiably punished in the market

[https://underhood.substack.com/p/from-obamacare-to-trumpcare-find](https://underhood.substack.com/p/from-obamacare-to-trumpcare-find)

Power Overwhelming: do we need to fill a $1.5T AI revenue hole?

On EA’s Next Act and Its Vision for Sports & Sports Fandom

Michael Burry Speaks - Against the Rules with Michael Lewis

Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK

Why Does Dilution Matter? + Charts on ABNB, PINS, SNAP & Infra Software

Capital-spread businesses: the Localiza example

Benedict Evans - AI Eats the World

MSCI inc - indexes have big moats, ESG isn’t dead

MSCI looks like a pretty good business. 57% of revenue and 70% of operating income comes from the index business, where they get paid by customers and ETF managers for making up an index. They get paid as a fraction …