GCI Liberty and John Malone's M&A Play with Chris Waller - The Special Situations Report Episode #55

We’re proud to release this week’s special episode, an interview with our wonderful guest, Chris Waller. Chris is the Founder and Portfolio Manager of Plural Investing. Before founding Plural, Chris worked in London at Goldman Sachs Asset Management, working as a member of the investment team for the Global and International Small Cap equity funds. He has an MBA from the Value Investing program at Columbia Business School and completed his bachelor's degree at Oxford University.

Our conversation with Chris centered around the case for GCI Liberty, beginning with the company’s complex origins as part of John Malone’s Liberty Media empire and as a spinoff from Liberty Broadband. We then dive into the company’s core business operations, offering broadband services in remote parts of Alaska. We also spend most of our discussion covering the M&A play that lies at the crux of this thesis, and how John Malone seems to want to execute acquisitions in a similar fashion to the way the original Liberty Media was built up. This was one of the most comprehensive deep dives into a single business we’ve ever done on this podcast, andwe hope our listeners enjoy this as much as we enjoyed recording it!

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

You can find Chris at the following locations:

Plural Investing: https://www.pluralinvesting.com/

Hidden Gems Investing: https://substack.com/@hiddengemsinvesting

X: https://x.com/HiddenGemsInves

LinkedIn: https://www.linkedin.com/in/wallerchris/