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Luis Hernandez's avatar

Great write-up! Agree on everything. The free-fall today was definitely amazing and sharp. We'll see how it goes over the next few days. Added today and will continue to add, hopefully at around $21. That's a 3-5 bagger in 3-4 years. I definitely hated the comment from Goei about them "re-evaluating" the buyback program! WTF! At least finish up the current plan! It's incredible to read that commentary by BTIG in 2018. The guy that wrote is certainly limited (to say the least). Thanks for the great summary!

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Packer16's avatar

I was not following CHTR in 2017/18 but did CHTR have declining customer penetration for 36 months like ATUS? Also was there fear that Malone or Rutledge would take-under CHTR? TIA.

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