...Charter Communications CHTR $389.50 December 26, 2023 A Shri...for Charter   Summary   Charter Communications (CHTR) is the #2 broadband connectivity company and cable operator in America, serving more than 32 million customers in 41 states through their Spectrum brand....e.   Company Overview   Charter Communications (CHTR) is the #2 broadband connectivity company and cable operator serving more than 32 million customers in 41 states through their Spectrum brand.

...nd regional markets it serves, and are carried by CHTR and other US cablecos for Mexican-American audiences....O without credit for investments EV/EBITDA - 7.8x CHTR EV/EBITDA - 6.

...ithout credit for investments EV/EBITDA - 7.8x   CHTR EV/EBITDA - 6....mind here - the only clean public comp to CABO is CHTR which I find to be a highly attractive investment in its own right (as CHTR is suffering from many of the same negative narratives as CABO)....BO). So if CABO looks attractive when compared to CHTR, that’s saying something to me.

NEXSTAR MEDIA GROUP NXST

... forward to next year if DIS still isn\'t back on CHTR.

NEXSTAR MEDIA GROUP NXST

... and we can moveon.3SEPTEMBER 01, 2023 / 12:30PM, CHTR.

NEXSTAR MEDIA GROUP NXST

...see the full transcript of the CHTR call about the DIS carriage dispute.   Clearly more t...  I did not read it as structurally negative for CHTR but clearly there will be some near term negative revenue impact....e some near term negative revenue impact. Offset: CHTR was to pay DIS $2.

CABLE ONE INC CABO

...ndle), but all the other cables do, so I will use CHTR as a proxy - CHTR in Q1 2023 paid $2....ideo (which it is in actuality likely worse given CHTR gets a better rate card from content providers given they have 15mm video subs and CABO has 0.