Why we’re confident in our Charter investment – Ep 179

Share:

Vitaliy gives an update on IMA's investment in cable company Charter. After being punched in the face by a declining stock price, Vitaliy and his team did an extensive amount of additional research on the business and industry. He believes IMA's...

Vitaliy gives an update on IMA’s investment in cable company Charter. After being punched in the face by a declining stock price, Vitaliy and his team did an extensive amount of additional research on the business and industry.

He believes IMA’s initial research was correct and will be proven out in time. Here’s why.

You can read this article online here: https://investor.fm/why-were-confident-in-our-charter-investment/

Please read the following important disclosure: https://investor.fm/disclosure/

 

 

New to investing?

Explore these valuable guides to get started.

Related Articles

Your Sophist Filter: On CEOs, Cynics, and the Voice in Your Head – Ep 304

A great speaker can bend logic with emotions and exert undue influence on your decision making. The better someone speaks, the more discriminating your Sophist filter needs to be.

My New Daughter – Ep 303

On Jonah and Molly's wedding

Depressing Reasons Why I Am Bullish On Gold (Part 2) – Ep 302

Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world's reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military.

Narrative Change (Part 1) – Ep 301

Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws, but the reality bent by human behavior can disagree with these soft laws for much longer than rational actors would expect, or stay solvent. The change, going from euphoria to despair, is a change in narrative.