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What's a value guy to do when values have about disappeared from the market? His financial stock...

What's a value guy to do when values have about disappeared from the market? His financial stock favorites no longer glaringly cheap, The Brooklyn Investor muses about tagging along on John Malone's return to the cable industry. There is an interesting traditional valuation angle on Charter Communications (CHTR) - the massive tax-loss carryforwards - but much of the value is what Malone and CEO Tom Rutledge will be able to accomplish (organically and with new deals). Still regretting his sale of TCI to AT&T, Malone wants to bring back the old days - this time on a global scale.
Comments (1)
  • James Sands
    , contributor
    Comments (2114) | Send Message
     
    Does Charter own any content? If not it risks being eliminated. What other forms of revenue segment diversification does this company have? I do not cover Charter.
    26 May 2013, 01:10 PM Reply Like
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