MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Value Creation Potential of Charter and Enterprise Value
Charter has a market cap of around 83 billion to day in an enterprise value of a hundred 76 billion. Charter's point of view is that if we can borrow at four or five % and use that to buy in our own stock that has a free cash flow yield, depending on when it was in place, of o ten or 12%. That's pretty acretive. I think you know, if you look at the tenure of the maturities that are coming so of that debt, i think the weighted average life is like 14 years.
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