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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Charter Communications and Liberty Broadband detracted from performance amid continued competitive pressure within the U.S. broadband market. Charter has faced...
— FPA Crescent Portfolio Managers
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Other investors who've written on Charter Communications, Inc.
More institutional theses from FPA Crescent Fund
Alphabet Inc. ($GOOGL) operates the world's leading search engine alongside YouTube, Google Cloud, and emerging technology ventures like Waymo. The manager maintains...
Analog Devices, Inc. ($ADI) is a premier designer and manufacturer of analog, mixed-signal, and digital signal processing integrated circuits that bridge real-world physical signals with digital compute architectures. The manager maintains...
Liberty Broadband Corporation ($LBRDA) detracted from returns before Charter completed its acquisition of the company during the quarter.