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this is charter communications heads we win tales we dont lose episode number 158 of the intellectual investor podcast thanks for listening would you like to get the best articles by vitaly from 2021 packaged with some art in a beautiful pdf head to contrarianedge.com almanac or follow the link in the show notes charter communications heads we win tales we dont lose by vitaly katzen nelson and read by elliot charter communications or chtr is one of the largest cable companies in the us in large strokes we think of it as three businesses cable tv broadband internet and wireless cable tv is a high revenue low margin business most of the revenue deservedly goes to the content providers this business is in a mild long term steady decline cable companies dont mind losing this business for several reasons first after you factor in the costs of customer service this business makes very little money second people who quit tv consume almost double the amount of broadband 700 gigabytes versu
