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Category: CHTR

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 […]

Still bullish on Charter $CHTR

Posted On October 2, 2017
I’ve previously published some bullish thoughts on Charter (disclosure: net long through the Liberty complex), but I wanted to publish some random updated thoughts here (to tip my hand, I plan on publishing a Liberty Ventures (LVNTA, disclosure: long) update in the wake of the GCI proxy getting filed and wanted to have updated thoughts […]

Charter: A levered return of capital story for the ages $CHTR

Posted On June 28, 2017
Charter is undervalued versus peers Insiders are very bullish on Charter and the company is buying shares back like crazy I don’t think the market realizes just how wild (in a good way) these share buybacks are yet Charter (CHTR; disclosure: I am net long this through different pieces of the Liberty complex) is a […]
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