Nathaniel Leach of LBW Wealth Management presented his in-depth investment thesis on Liberty Ventures (Nasdaq: LVNTA) at Best Ideas 2018.
Liberty Ventures trades as a tracker of the company Liberty Interactive and is scheduled to be split off as GCI Liberty in 2018. It has in the past been an investment incubator for the companies that owner-operators John Malone and Greg Maffei have invested in over the past decades. They have slowly streamlined the tracker, splitting and spinning off companies as they near fruition. Nathaniel believes that Liberty Ventures offers an opportunity to invest in two compounding companies, Charter Communications and General Communications, at a discount, with a long runway for investing large amounts of capital at high incremental returns.
Read a related article by Nathaniel.
About the instructor:
Nathaniel Leach grew up in western Wisconsin, and has been investing in the stock market since he attended high school. In 2003, he attended Kalamazoo College and graduated with a B.A. in History. His degree encouraged him to conduct diligent research in a disciplined and efficient manner of any concept. In 2008, he enlisted in the U.S. Marine Corps. After completing active duty in 2012, with honorable character, he entered the RIA industry as a Securities Analyst at Poehling Capital Management. He spearheaded multiple initiatives in operations, compliance, and trading as he steadily educated himself further as a value investor. Nathaniel has rigorously studied the great value investors, including, but not limited to: Benjamin Graham, David Dodd, Warren Buffett, Charles Munger, Philip Fisher, Mohnish Pabrai, Seth Klarman, and Joel Greenblatt.
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