Added to YB: 2026-06-24
Pitch date: 2026-04-15
CHTR [bullish]
Charter Communications, Inc.
-35.76%
current return
Author Info
No bio for this author
Company Info
Charter Communications, Inc. operates as a broadband connectivity company in the United States. The company offers subscription-based internet, mobile, video, and voice services; broadband connectivity services, including fixed internet, WiFi, and mobile; Spectrum internet products; advanced WiFi services; and in-home WiFi, which provides customers with high performance wireless routers and managed WiFi services to enhance their wireless internet experience.
Market Cap
$17.9B
Pitch Price
$220.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.30
P/E
N/A
EV/Sales
N/A
Sector
Media
Category
value
Charter Communications, Inc. - $CHTR
CHTR: Levered cableco overhyped/burned out by Ms. Market. Thesis isn't terminal value—it's near-term cash return. Long-dated, fixed-rate, covenant-light debt pushes risk out decades while $55B repurchased since 2018 (~2x mkt cap). On pace for $87 FCF/share vs $57 modeled, stock down 30%. Could hit 2x FCF, effectively self-LBO. Risks: fast deterioration or mgmt (Malone/Cox/Winfrey) blowing capital. Catalyst: going private.
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