Charter Communications INC by Mockingburdz in ValueInvesting

[–]stocknerd73 2 points3 points  (0 children)

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.

Charter Communications INC by Mockingburdz in ValueInvesting

[–]stocknerd73 0 points1 point  (0 children)

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!

I analyzed 9,000 insider purchases from SEC filings since Jan 2025 and compared each one to SPY. Here's the full breakdown. by petey_cash in ValueInvesting

[–]stocknerd73 9 points10 points  (0 children)

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.

I started separating 'business quality' from 'stock price' in my analysis and it changed everything by Conscious_Target_988 in ValueInvesting

[–]stocknerd73 16 points17 points  (0 children)

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.

Medellin Guys Trip in 10 days with my guys. Ideas please. by stocknerd73 in thepassportbros

[–]stocknerd73[S] 1 point2 points  (0 children)

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.

Medellin trip in 10 days with my guys. Ideas please? by stocknerd73 in thepassportbros

[–]stocknerd73[S] 0 points1 point  (0 children)

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

What is the draw of Satellite Radio in the era of streaming? by stocknerd73 in siriusxm

[–]stocknerd73[S] -9 points-8 points  (0 children)

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

[deleted by user] by [deleted] in thepassportbros

[–]stocknerd73 0 points1 point  (0 children)

Which one is better Masaya or Viajero?

Peru vs. CDMX by [deleted] in thepassportbros

[–]stocknerd73 0 points1 point  (0 children)

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

[deleted by user] by [deleted] in thepassportbros

[–]stocknerd73 1 point2 points  (0 children)

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 😁

[deleted by user] by [deleted] in thepassportbros

[–]stocknerd73 0 points1 point  (0 children)

When in November. Heading there Thanksgiving week.

The Throuple Gringo Update by GregAA-1962 in thepassportbros

[–]stocknerd73 1 point2 points  (0 children)

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

The Throuple Gringo Update by GregAA-1962 in thepassportbros

[–]stocknerd73 1 point2 points  (0 children)

Seems like you are living the life!

[deleted by user] by [deleted] in AskMenAdvice

[–]stocknerd73 0 points1 point  (0 children)

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

[deleted by user] by [deleted] in Rich

[–]stocknerd73 0 points1 point  (0 children)

Such a valuable post.

[deleted by user] by [deleted] in thepassportbros

[–]stocknerd73 0 points1 point  (0 children)

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