Alex Morris - TSOH Returns
The Business Brew
Cable Cable - What's the Addressable Market?
I think it really just comes back to the business and thinking about the long-term growth trajectory. And on cable, you have to ask yourself that question. What's the addressable market? Is it broadband homes? Is the wireless part of the business now something that's clearly additive? I completely missed it early on. Francisco was telling me it's more important than it is. He probably said over a long in a period of time, I'm happy to own this business. So he may have been a little skittish about things in that regard.
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