Liberty Capital, formerly GCI Liberty, operates cable and wireless services in Alaska and is trading at a low multiple despite potential competition from SpaceX.
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Why Active Small Cap Value Investors Are Getting Hammered
Sep 18, 2026
The creator discusses the recent underperformance of active small-cap value investing, attributing it to market speculation and momentum driving up valuations without fundamental backing. They express difficulty in justifying the valuation of a potential SpaceX IPO, citing high expectations and speculative elements. The conversation also touches on S&P 500 index changes and their potential impact on market dynamics.
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Shenandoah Telecommunications is a good, high-quality telecom company in rural Virginia that the fund invested in last year, potentially facing headwinds from SpaceX.
Broadcom's disappointing quarter is mentioned as a potential, though not primary, reason for market softness.
AST SpaceMobile is mentioned as an example of a company within the Russell 2000 Value index that has seen significant price increases.
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