The Intellectual Investor – Value Investing by Vitaliy Katsenelson
Cable Stocks Keep Getting Punched In The Mouth – Ep 218
Apr 18, 2024
Explore the challenges faced by cable stocks despite holding confidence in Charter Communications and Comcast. Dive into the analysis of cable companies' revenue model, transition to wireless services, and network upgrades. Gain insights on stock sector analysis, investment strategies, and preferences for natural gas, oil, and gold royalty companies.
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Quick takeaways
- Reader gatherings have significantly grown, showcasing audience engagement and value of interactions.
- Consistent thesis on Charter and Comcast despite cable stock challenges, focusing on broadband business for sustained growth.
Deep dives
Investor Get-Together Growth
The podcast host describes the impressive growth in reader get-togethers, highlighting how a small gathering has expanded into multiple sessions due to high demand. Starting with 8 to 10 people in past years, the recent event had nearly 200 attendees with an additional time slot added. The popularity underscores the engagement and interest of the audience, emphasizing the value of these interactions for both the host and attendees.
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