Preview Mode Links will not work in preview mode

Listen to articles here or read at investor.fm / To learn more about Vitaliy's investment services, visit imausa.com

Apr 18, 2024

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.

Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game - https://amzn.to/47uaIF8 

The Little Book of Sideways Markets - https://amzn.to/3QWTlqZ 

Active Value Investing - https://amzn.to/3u8zn3A

My Key Links

🌍 My website/blog - https://investor.fm/

🔗 Business Website - 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 Investment Management Associates (IMA) in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor, and Foreign Policy.