Are the Cable Companies Going Up?

We know selling as a result of people fearful that these businesses are going to, ou know, arode. And so it remains to be seen if we're right. Over the long tone, we've done, we've made it. But eventhough, they've come back a lot, they're still well above our cost. We don't own carvana, but the debt on carvana trades with double digit yields. It's almost in conflict, one would think, compared to the equity, this environment.

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