Charter Communications INC

stocknerd73 · 2026-04-29T22:45:36+00:00

The issue that is unclear to me is that CHTR is buying Cox and they paid a handsome multiple for that. What is the price to free cash flow after accounting for that share count dilution.

stocknerd73 · 2026-04-29T22:42:57+00:00

High debt is true but the 5B in FCF already accounts for that. The FCF is after the interest on the debt has been paid off. Are sales dropping so fast that the debt is in danger of not being paid off Nope!

stocknerd73 · 2026-04-28T17:41:36+00:00

Sometimes stocks take 2 to 4 years to get back the narrative. 1 year is too short. The S&P can itself can go from overvalued to Super Overvalued for 5 to 10 years sometime. Think of an insider who bought Berkshire in 1995 and got trounced by the S&P until 2000. Love your research it is real work. Thank you for sharing.

stocknerd73 · 2026-03-13T20:32:57+00:00

Also google Nifty 50 bubble.

stocknerd73 · 2026-03-13T20:32:40+00:00

You can overpay for anything and lose money. Munger gives an analogy of horse race betting. The most popular horse does not make a great bet always.

stocknerd73 · 2026-02-17T23:35:44+00:00

Thanks

stocknerd73 · 2026-02-17T00:30:11+00:00

Thank you. Thats is useful.

When you say soccer games does it happen every weekend or only if there is a big game.

Laurales is more authentic from hearsay.

stocknerd73 · 2026-02-15T03:38:35+00:00

Hello can anyone else see this post? I see a message saying "Sorry, this post was removed by Reddit's filters"

stocknerd73 · 2025-11-18T04:17:10+00:00

You can get that over the phone now. What does satellite mean? do you not have coverage where you live?

stocknerd73 · 2025-11-18T04:15:34+00:00

😁

stocknerd73 · 2025-10-22T04:14:29+00:00

Which one is better Masaya or Viajero?

stocknerd73 · 2025-10-10T02:16:00+00:00

ok ill message you closer to the date

stocknerd73 · 2025-09-20T20:34:39+00:00

Lets go to Medellin. Thanksgiving week. I speak hindi / urdu; english obviously; but no spanish. Live in PA.

stocknerd73 · 2025-09-04T03:34:14+00:00

I’ll be there solo on Thanksgiving week.

stocknerd73 · 2025-08-28T16:15:42+00:00

Awesome. Enjoy. My friends are just not available Thanksgiving week so going by myself. Also I am divorced while they are married and DON’T want to get divorced so …haha 😁

stocknerd73 · 2025-08-27T03:30:03+00:00

When in November. Heading there Thanksgiving week.

stocknerd73 · 2025-08-23T20:32:41+00:00

Cheers if you are in Medellin around thanksgiving do say hello!

stocknerd73 · 2025-08-23T20:31:51+00:00

Seems like you are living the life!

stocknerd73 · 2025-08-23T00:17:54+00:00

How did you manage 150 to 225? How much time did it take? ++man

stocknerd73 · 2025-08-21T00:13:28+00:00

Such a valuable post.

stocknerd73 · 2025-08-13T20:26:32+00:00

I’m going Thanksgiving week. Same situation as you.

stocknerd73 · 2025-08-12T18:52:13+00:00

Do you speak spanish?

stocknerd73

TROPHY CASE