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By Rahul Mepani

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Charter (2019 writeup)

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Rahul Mepani
Rahul Mepani
@micawbercapital
A link to my writeup for clients – expecting to do an update in the next few weeks discussing where things are better/worse and what the future holds.

The Case for Charter (2019) – Micawber Capital
The Case for Charter (2019) – Micawber Capital
The Case for Charter (2019) What follows is a writeup I sent to clients in April 2019 that details the investment case for Charter Communications. I thought it would be a good exercise to revisit t…
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Rahul Mepani
Rahul Mepani @micawbercapital

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