https://teapaw.org/t.co/YNd8lDZaHd / [email protected] / Will post analysis, but not investment advice. Do your own work.
Houston, TX
Joined May 2012
- Tweets923
- Following383
- Followers17.7K
- Likes6.5K
FMV retweeted
Who are people that are good in telecom/cable/wireless? Looking for anyone from jr analysts or students who have good writeups, to sell-side or industry analyst veterans, all the way up to John Malone. Who's smart here?
$CHTR $CMCSA $VZ $TMUS $CABO $T
I'll start:
-Anyone who writes for @Light_Reading
-@yummyCenturyEgg just published what is probably a good piece but I am not a subscriber
-Craig Moffett (see podcasts with @BillBrewsterTBB , @realsteveeisman , etc.) and anything his firm publishes
-TCI/Chris Hohn
-Not sure if @Find_Me_Value still follows these closely
-Altarock
-There must be some microcap investor out there not filing 13F who is really smart on $CABO?
FMV retweeted
Since launching ad-supported plans in Q4’22, Antenna data shows that Disney+ has more than 2x the share of AVOD sign-ups in the U.S. reaching 54% as of Oct'23. Over the past 3 months, 57% of Disney+ sign-ups went to ad-supported plans (incl. both standalone & bundle options).
FMV retweeted
The BEST businesses are often not the best stocks. Same goes for the fastest growing businesses or the cheapest stocks statistically. Opportunity exists in stocks that are misperceived and / or underappreciated in a way that can become evident to other investors in the future.
FMV retweeted
1/
Get a cup of coffee.
In this thread, I'll walk you through the art and science of valuing a company.
The Goal: We want to figure out how much a company is worth -- so we know what's a good price to pay for its shares.
FMV retweeted
Tweet thread IV is about WWE, a company I've been following since the early 2000s. Over that time period there have been a handful of occasions where the share price veered too far from intrinsic value. Now may be one of those times.
🤼♂️ 🎤💪🏼®️🅰️W (1/x)
FMV retweeted
Feb 2020 post: $CMCSA (Comcast Corp) 142 slides
*members only*
Findmevalue.net (members page)
FMV retweeted
New slide deck on Charter Communications (CHTR)
Trial view of first ~ 20 slides on "sample posts" of site.
Full 114 pg deck available for members only
Findmevalue.net
FMV retweeted
yes, agree, can't stand that spammy shit. but imo the work that i, @Find_Me_Value @AndrewRangeley and some others put out is the furthest thing from that.
FMV retweeted
@Find_Me_Value putting out some great data. Check out his investment research service, highly recommend it!
Updated $CHTR share repurchase & price paid per share (common shares / not incl. A/N units) (chart 1)
Share repurchases vs. est. FCFE - the buybacks *were* more on debt issuance, now closely align with FCFE growth (ex. debt issuance) (chart 2)
