[ad_1]
Regardless of weak point in cable inventory costs, our thesis on Constitution Communications (CHTR) and Comcast (CMCSA) has not likely modified. We made a small, superficial change within the portfolio.
Learn my full article about AI right here: https://investor.fm/my-thoughts-on-ai/
📩 Be a part of 86,000+ readers on my weekly e-mail e-newsletter: https://investor.fm/sign-up/
📚 Get my books:
Soul within the Recreation – https://amzn.to/47uaIF8
The Little Ebook of Sideways Markets – https://amzn.to/3QWTlqZ
Lively Worth Investing – https://amzn.to/3u8zn3A
My Key Hyperlinks
🌍 My web site/weblog – https://investor.fm/
🔗 Enterprise Web site – https://imausa.com/
🐦 Twitter – https://twitter.com/vitaliyk
📸 LinkedIn- https://www.linkedin.com/in/katsenelson/
🎥 Youtube – https://www.youtube.com/@vitaliyk
WHO AM I: Vitaliy Katsenelson is the CEO of Funding Administration Associates (IMA) in 2012. Forbes Journal known as him “The New Benjamin Graham.” He’s written for publications together with Monetary Occasions, Barron’s, Institutional Investor, and Overseas Coverage.
[ad_2]
