Close
Close

Published

Charter progress report, a masterclass in setting expectations

We’re not sure that anyone thought that the Charter rollup, taking in Time Warner Cable and Bright House would end badly, most were happy to accept that it would benefit from the combination and a stronger, unified management style. And so it is turning out if you listened to the results call this week. As you probably remember we anticipated the deal even before Comcast moved to snatch Time Warner Cable from Charters hands, and forecast that the Comcast deal would founder and Charter would eventually prevail. It’s not so much that we like Charter, so much as the skew the market would have been under had Comcast won out. Faultline is just prescient like that. But the pains of…

Close