Charter Communications, Inc.
CHTR
position
long
Yen Liow, Aravt Global
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
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The growth in free cash flow per share at 30% is a strong indicator, but without knowing if that has materialized or how the stock has performed, the outcome remains uncertain.
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