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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (62922)12/9/2021 9:46:26 PM
From: Spekulatius   of 78901
 
Time to add some cable stocks - CMCSA ~$48 and a bit of LBRDA ~ $147 ( a discounted way to buy CHTR basically) for me. CMCSA trades at less than 8.5x EBITDA and they reached their leverage target (after the SKY deal elevated debt), so now buybacks can restart. CHTR/LBRDA are buying back shares all along.
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