MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Charter Broadband Is the Next Biggest Cable Provider
We like businesses that have clear, dictable, sort of growing cash flow streams. Charter's the second largest broadband provider in the united states. We've served been around this industry for a very long time and yw it's had its share of controversies over the years. And so we've been going through this period of time where an already good business has just been getting better. The cost to serve for that business is much lower as well.
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