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Cable Stocks Keep Getting Punched In The Mouth – Ep 218
Manage episode 413288484 series 2938676
![](https://investor.fm/wp-content/uploads/2024/04/218_Cable_Stocks_1x1-1-1024x1024.jpg)
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.
250 episodes
Manage episode 413288484 series 2938676
![](https://investor.fm/wp-content/uploads/2024/04/218_Cable_Stocks_1x1-1-1024x1024.jpg)
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.
250 episodes
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