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CHTR - Cable: Concentrated With Conviction - What The Narrative Misses
Charter Communications Inc.
INTRODUCTION
My clients and I have a lot invested in the cable industry. This includes four investments: Comcast (CMCSA), Liberty Global (LBTYA, LBTYK) , Liberty Broadband (LBRDA, LBRDK) and Liberty Latin America (LILA, LILAK). From 2/28/17 to 3/31/19, the S&P 500 has increased 29.9% versus -3.8% on average for my cable holdings. Ouch. In other words, a nontrivial part of my under-performance over the last 2+ years—aside from value and international—has been due to cable. What happens in cable-land matters for me.