Charter: Pivot To Mobile Is A Master Stroke

The Profit Hunter
1.13K Followers

Summary

  • Charter Communications celebrates its 30th anniversary as the second largest cable operator in the US.
  • The company has evolved through mergers and acquisitions and bounced back following a bankruptcy filing in 2009.
  • Charter is expanding its broadband and mobile services, with a focus on bundling and cross-selling to drive adoption.
5G data stream running through a village in a rural environment

Huber & Starke

As Charter Communications (NASDAQ:CHTR) celebrates its 30th anniversary, it is an opportune time to reflect on how the industry has evolved, how its Spectrum brand became the United States’ second largest cable operator (behind Comcast) with

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1.13K Followers
I am a private investor with 15 years working in global blue chip asset management houses. My investment style involves identifying a handful of high quality businesses with strong competitive moats and durable economic franchises. Once I become comfortable with the investment case, I tend to hold such businesses for years, if not decades. My goal is to share business insights and perspectives.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CHTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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