Go offline with the Player FM app!
Cable Stocks Keep Getting Punched In The Mouth – Ep 218
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 27, 2024 15:02 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 413238450 series 2510165
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.
Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/
📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/
📚 Get my books:
Soul in the Game – https://amzn.to/47uaIF8
The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ
Active Value Investing – https://amzn.to/3u8zn3A
My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor.
434 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 27, 2024 15:02 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 413238450 series 2510165
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.
Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/
📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/
📚 Get my books:
Soul in the Game – https://amzn.to/47uaIF8
The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ
Active Value Investing – https://amzn.to/3u8zn3A
My Key Links
🌍 My website/blog – https://investor.fm/
🔗 Business Website – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor.
434 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.