Long time readers know that I've been a cable bull for.... well, a long time. Charter is the headliner here, as it's probably the company I've written the most about on this site, but I've touched on basically every publicly traded cable company at some point in this site's history. The thesis has always been […]
This weekend, news broke that Stonepeak is buying Astound for $8.1B. Bloomberg reports that the deal values Astound at ~$8k/broadband sub; based on my math, I think the deal values Astound at ~13x EBITDA but I have not seen the financials personally and I could be a turn or three off. The deal is interesting […]
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