bearish

Comcast and Charter: Does Wireless Upside Offset Broadband Concerns?

214 Views01 Feb 2022 05:19
While we have historically been attracted to the fiber moats of the US cable operators and the stocks are down 30% from ATH valuations...we remain on the sidelines, but prefer Charter to Comcast.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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