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Category: CHTR

Random thoughts on cable and wireless post Q2 earnings

Posted On August 17, 2020
I had a lot of interesting conversations about the cable / telecom sector on the heels of my podcast with The Science of Hitting. I wanted to share some of the thoughts coming out of those convos, so I've done so in bullet form below. Honestly, the conversations have been really interesting, so please feel […]

Some things and ideas: September 2019

Posted On September 30, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Some things and ideas: February 2019

Posted On February 28, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

$CHTR earnings were nice.... but it's still way too cheap

Posted On February 5, 2019
I'm happy to do work on (and possibly invest in) just about anything, and I think the stuff I post on this blog reflects that "openness". Microcap pharma company after a failed phase II? Check. Airline loyalty company after it's lost its airline? Why not? Hairy take-unders where the majority controller is screwing / stealing […]

Excerpts from our 2018 annual letter

Posted On January 17, 2019
Below is an excerpt from our 2018 annual letter. Unfortunately, I can't share the whole letter due to #compliance, but you can contact my colleague Rob (his email is [email protected]) if you're interested in seeing the whole letter or learning more about us.

Christmas Ideas for 2019: Honorable Mentions $CHTR $GLIBA $IAC $MSG $MEIP $GAPFF $CVI $I

Posted On December 13, 2018
In yesterday's post, I introduced my Christmas Ideas for 2019 series (I wrote it early morning and somehow managed to misspell Christmas in the title; a misspelling that will live in infamy on twitter for the rest of time). Today I wanted to run through some "honorable mention" ideas that I thought about profiling for […]

How Big of a Threat is 5G Fixed Wireless to Cable? $CHTR $VZ

Posted On December 7, 2018
I’ve written about cable a lot on this blog, and Charter represents, by far, my largest position (which I’m long through GLIBA / LBRDA), so it’s no surprise that a lot of the inbound contacts / questions I get relate to cable (I sometimes worry that I live in a cable bull echo chamber, since […]

Thoughts and notes from #LibertyInvestorDay 2018

Posted On November 16, 2018
It’s not a secret that I’m a Liberty fan-boy, and I’d suspect a decent percentage of my readers are as well. Liberty Investor Day was Wednesday (you can find the morning slides here),  and given the wealth of Liberty content (Malone’s interview with Barron’s, Malone’s interview with David Faber, Greg Maffei’s interview), I couldn’t help […]

Some updated thoughts on Charter post earnings $CHTR

Posted On August 1, 2018
In general, I don’t like to write follow up pieces on the blog. It’s way more fun to research and write about new companies / situation / ideas, and I think it’s more fun for you (the reader) to read about new things as well. So I tend to avoid follow up pieces unless I […]

Cord cutting and other cable risks $CHTR

Posted On October 5, 2017
An increasingly long time ago, I was an analyst for a consulting firm. In ~2012, we were working with one of the big cable companies and I was on a call discussing some work I was doing modeling their finances going forward using different assumptions for cord cutting (things like what if 3% of customers […]
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