MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How to Value a Company Like Charter
James eb telescope: When you have a company like charter who's generating that much recash low and using incremental debt proceeds to buy back their stock, your view of what the per share value of that business will be three to five years from now is ugely impacted by your repurchase assumptions. The stocks across the whole industry have just been disproportionately hurt amin the markets down as a whole, right? But they've been weaker than he average,. And i thi some of the competitive dynamics here are being overstated and conflated with sort of the give back of some of the charter upsudme that we've seen. James eb telescope: I'll use this sort of
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