Cablevision Systems Corporation

Thesis

We recommend shorting Cablevision (CVC) with a potential return of +52%. The investment thesis is based on the real and accelerating threat from Verizon FiOS, which is expected to lead to significant subscriber losses for Cablevision. Additionally, Cablevision faces continued margin erosion due to an over-leveraged balance sheet and limited pricing power, while takeover speculation has artificially inflated its valuation.

Did it work?

Not yet analyzed

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