Cable Stocks Keep Getting Punched In The Mouth – Ep 218

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: πŸ“© Join 86,000+ readers on...

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/

πŸ“© Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

πŸ“š Get my books:

Soul in the Game – https://amzn.to/47uaIF8Β 

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZΒ 

Active Value Investing – https://amzn.to/3u8zn3A

My Key Links

🌍 My website/blog – https://investor.fm/

πŸ”— Business Website –Β https://imausa.com/

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πŸŽ₯ 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.

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