Baron Discovery Fund Q4 2025: Winners, Laggards, Buys & Sells

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

Seeking Alpha • Feb 15, 2026

Liberty Broadband Corporation (LBRDK) Q4 2025 Earnings Call Transcript

Liberty Broadband Corporation (LBRDK) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 11, 2026

Longleaf Partners Small-Cap Fund Q4 2025 Portfolio Activity, Contributors & Detractors

A combination of attractive tax attributes from the spin and a business that will be producing significant FCF in the near term which could allow GCI to be the next iteration of Liberty Media (FWONA). GHC remains on offense with its strong net cash balance sheet and overfunded pension. Over 80% of Mattel's value comes from growing power brands like Hot Wheels, Barbie, and UNO.

Seeking Alpha • Jan 20, 2026

Liberty Broadband Corporation (LBRDK) Q3 2025 Earnings Call Prepared Remarks Transcript

Liberty Broadband Corporation ( LBRDK ) Q3 2025 Earnings Call November 5, 2025 11:15 AM EST Company Participants Shane Kleinstein - Head of Investor Relations Ronald Duncan - Co-Founder, CEO & Director Brian Wendling - Chief Accounting Officer & Principal Financial Officer Presentation Operator Greetings. Welcome to the GCI Liberty 2025 Q3 Earnings Call.

Seeking Alpha • Nov 5, 2025

U.S. Senator makes bizarre Formula 1 stock trade

United States Senator John Hickenlooper has filed a series of highly unusual stock trades involving Liberty Media Formula One (NASDAQ: FWONK) and Liberty Broadband (NASDAQ: LBRDK).

Finbold • May 27, 2025

Liberty Broadband Corporation (LBRDK) Q1 2025 Earnings Call Transcript

Call Start: 11:15 January 1, 0000 11:29 AM ET Liberty Broadband Corporation. (NASDAQ:LBRDK ) Q1 2025 Earnings Conference Call May 07, 2025, 11:15 AM ET Company Participants Shane Kleinstein - Investor Relations Brian Wendling - Chief Financial Officer Ben Oren - Executive VP & Treasurer Ron Duncan - Co-Founder, CEO & Director Marty Patterson - Co-Head of Corporate Development Conference Call Participants Kutgun Maral - Evercore ISI Operator Welcome to Liberty Broadband 2025 Q1 Earnings Call.

Seeking Alpha • May 7, 2025

Liberty Broadband: The Smarter Charter Investment

Following the merger announcement, Liberty Broadband's tracking stocks have widened the arbitrage spread. The long time until completion and the additional complications of the merger clearly warrant some additional compensation. In this article, we will see why today Liberty Broadband is likely the smarter Buy compared to a direct CHTR investment.

Seeking Alpha • Apr 26, 2025

Update On The Liberty Broadband Preferreds, The To-Be Charter Communications Preferreds

Liberty Broadband preferred stock, soon to be Charter Communications preferreds, offers unique and attractive features for retail investors, inherited from CGI Alaska's original issuance. The merger between Liberty Broadband and Charter Communications simplifies the financing structure, with the transaction expected to close by June 30, 2027. Charter Communications, a top-tier telco, confirms it will respect the original attractive features of the preferred stock, making it a rare find for retail investors.

Seeking Alpha • Mar 18, 2025

Liberty Broadband Corporation (LBRDK) Q4 2024 Earnings Call Transcript

Liberty Broadband Corporation (NASDAQ:LBRDK ) Q4 2024 Results Conference Call February 27, 2025 11:15 AM ET Company Participants Shane Kleinstein - Investor Relations Brian Wendling - Chief Financial Officer Ben Oren - Executive VP & Treasurer Ron Duncan - Co-Founder, CEO & Director Marty Patterson - Co-Head of Corporate Development Conference Call Participants Kutgun Maral - Evercore ISI Matthew Harrigan - Benchmark Operator Greetings, and welcome to the Liberty Broadband 2024 Year-end Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.

Seeking Alpha • Feb 27, 2025

Liberty Broadband Reports Fourth Quarter and Year End 2024 Financial Results

ENGLEWOOD, Colo.--(BUSINESS WIRE)--LIBERTY BROADBAND REPORTS FOURTH QUARTER AND YEAR END 2024 FINANCIAL RESULTS.

Business Wire • Feb 27, 2025