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://contrarianedge.com/why-were-confident-in-our-charter-investment/

Please read the following important disclosure: https://contrarianedge.com/disclosure/

 

 

Enjoyed this read?

Share it with someone who’d love it too!

New to investing?

Explore these valuable guides to get started.

Related Articles

You are not as smart as you think you are – Ep 295

Lately, I’ve been getting this powerful feeling that everything I touch turns to gold. Every time I buy a ... Read more

Guy and I – Ep 294

Reflections on friendship, mortality, and the kindness of Guy Spier, the value investor who taught me that we all live on borrowed time.

This Is Your Captain Speaking – Buckle Up – Ep 293

I have been feeling very uneasy about the market and the economy. Over the last two decades our economy has been acclimated to insanely low interest rates, and reacclimation to higher and rising rates is going to be difficult.

Fiddler on the Roof and Value Investing – Ep 292

My subconscious melded Fiddler on the Roof with the lecture from a few days earlier, and I ended up writing a chapter about the Jewish farmer Tevye buying a cow, Golde (which he named after his first wife).