LBTYA valuation (4x EBITDA, <10x FCF) is too low relative to fundamentals; SpaceX threat is overstated by the market.
Bullish
“Why Active Small Cap Value Investors Are Getting Hammered”
The Acquirers PodcastPublished Sep 18 · 1 passage
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JCI Liberty, now called Liberty Capital, that's another company they have in Alaska with cable and wireless services. I'm sure people think that SpaceX might be a hindrance to this business, and it is indeed a contributing factor, but that's no reason why it trades at four times EBITDA and less than 10 times free cash flow, while SpaceX trades at thousands of times.
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2026-09-18BullishThis one
JCI Liberty, now called Liberty Capital, that's another company they have in Alaska with cable and wireless services. I'm sure people think that SpaceX might be a hindrance to this business, and it is indeed a contributing factor, but that's no reason why it trades at four times EBITDA and less than 10 times free cash flow, while SpaceX trades at thousands of times.