https://traffic.libsyn.com/secure/intellectualinvestor/Ep_218_-_Cable_Stocks_v1_2024-04-16.mp3
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.
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The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.