Big Three Cable: still too cheap $ATUS $CHTR $CMCSA $CABO
www.yetanothervalueblog.com
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 reasonably simple: cable's core business is providing broadband, and they have a mammoth infrastructure advantage in huge swaths of the country (where they have no competition or only compete against legacy DSL) that will provide them with a bunch of upside optionality as we move into the future (from price increases, launching mobile services, etc.). I haven't mentioned the sector in a while, and some recent activity in the sector made me want to put some updated thoughts down.
Big Three Cable: still too cheap $ATUS $CHTR $CMCSA $CABO
Big Three Cable: still too cheap $ATUS $CHTR…
Big Three Cable: still too cheap $ATUS $CHTR $CMCSA $CABO
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 reasonably simple: cable's core business is providing broadband, and they have a mammoth infrastructure advantage in huge swaths of the country (where they have no competition or only compete against legacy DSL) that will provide them with a bunch of upside optionality as we move into the future (from price increases, launching mobile services, etc.). I haven't mentioned the sector in a while, and some recent activity in the sector made me want to put some updated thoughts down.