Monday, December 4, 2017

December 2017 - Short Presentation from Dec 2017: My Process + CHTR & CMCSA overview

My (short in length) presentation from this past weekend in Florida. Click here PRESENTATION LINK

Combination of:
(a) my process
(b) companies/ business models I like
(c) using a+b to go over my preference for $CHTR and $CMCSA




10 comments:

  1. I love your slide decks. Thx.

    I just went over the Charter numbers to reconcile with your theories. If you look at the financials on a "per customer-month" basis, you'll see that EBITDA per customer-month was ~USD 45 in 2013 while it's ~50 now.

    What's really jumping in my eye is: if you split the EBITDA number by "video contribution" (revenue from video minus content costs) and all other the split is as follows:

    2013:
    video ~30
    + all other ~15
    = EBITDA 45

    Today:
    video ~20
    + all other ~30
    = EBITDA 50

    Declining profitability in video while everything else, taken together, scales very nicely. I don't know if I would have taken a look at this in this way without your slide decks. So, thanks very much for this.

    One question though: what's the big difference between FTTH, DOCSIS 3.1, FD3.1 etc.? Economically and technically? I am satisfied with a good link if you have one, I don't really know where to search...

    What do you think of Liberty Broadband?

    Best,
    Tom

    ReplyDelete
    Replies
    1. Tom,

      Thanks for the comment. Try this link (a PDF) on DOCSIS 3.1. https://www.veexinc.com/en-us/DOCSIS/HR%20DOCSIS%203.1%20Initiative%20WP%202-16-16.pdf

      FTTH = fiber to the home, fiber connection, thus symetrical down/upload speeds
      3.1 = speeds around 1 Gbps
      FD 3.1 = speeds around 10 Gbps symmetrical

      LBRDA & LVNTA are interesting ways to play CHTR, although LBRDA you have the unrealized capital gains hurdle (they may be able to overcome) and LVNTA has GCI and other assets (Lending Tree, FTD, etc) and CHTR is essentially 60% of NAV.

      Chris

      Delete
  2. This short presentation in the market to trade in the same service with better chances to win in the trading purpose.


    Stock Cash Tips
    Bullion Premium Tips

    ReplyDelete
  3. All of your blogs are up to date, i appreciate your work. Keep going and update us with your latest and fresh blogs.

    Share market calls
    option call put tips
    SEBI Registered Investment advisor`

    ReplyDelete
  4. Hello everyone, I saw comments from people who already got their loan from Jackson Walton Loan Company, honestly i thought it was a scam , and then I decided to apply under their recommendations and just few days ago I confirmed in my own personal bank account a total amount of $32,000 which I requested for business. This is really a great news and i am so happy, I am advising everyone who needs real loan and sure to pay back to apply through their email (Text or Call ) +1-586-331-5557) (jacksonwaltonloancompany@gmail.com) They are capable of given you your loan thanks.

    Contact Mr Jackson.
    E-mail: (jacksonwaltonloancompany@gmail.com)
    Fax: +1-586-331-5557

    Address is 68 Fremont Ave Penrose CO, 81240.

    ReplyDelete
  5. This blog always has very transparent analysis of market trends, Thanks for sharing Forex trading tips

    ReplyDelete
  6. Ira in Kona, Hawaii
    Are you looking for a reliable financial firm to find the best Life Coach in Hawaii? If yes, then YeeCorp Financial & Insurance Services is here to help you in financial planning, Investing, IRA in Hawaii.

    ReplyDelete
  7. ShriStocktips India’s most trusted indian Stock Tips provider Company. Our Stock Market Tips are completely on the basis of researches by our experienced team And Help you to earn hugh profit. For Free trial/any query call at 9990248471

    ReplyDelete
  8. if you are trader? Get Free Share Market Tips, Stock Market Tips From www.Bigprofitbuzz.com

    ReplyDelete