Charter Communications, Inc.
Thesis
Charter Communications is a valuable asset as a content-agnostic provider of high-speed internet, which is hard to replicate. The company is expected to grow free cash flow per share at 30% for years.
Did it work?
inconclusive
confidence: low
No price performance data is available and the time elapsed since the pitch is unknown, so the stock's return cannot be weighed against the long thesis. The core claim — that Charter would grow free cash flow per share at ~30% for years — cannot be verified from the information provided, and the thesis's horizon is unspecified. Without either price evidence or confirmation/invalidation of the stated growth trajectory, no verdict on the thesis outcome is possible.