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	Podcast:		Yet Another Value Podcast
	Episode:		Kyler Hasson helps me bag hold $ATUS
	Category:		Business
	Duration:		01:12:09
	Publish Date:		2021-09-08 12:00:00
	Description:		Kyler Hasson, Portfolio Manager at Delta Investment Management, discusses our mutual position / bag-holding in Altice. Key topics include what bulls could be missing, the differences between Altice and Charter, and how regulation could impact cable. My tweet thread on ATUS: https://twitter.com/AndrewRangeley/status/1435228524399448065?s=20 Kyler's write up: https://concentratedcompounding.substack.com/p/altice My write up: https://yetanothervalueblog.substack.com/p/altice-is-the-best-large-cap-stock Chapters 0:00 Intro 1:23 ATUS overview 2:25 Comping Altice today to Charter in 2018 4:00 What are we seeing that the stock market is missing 7:55 How much weight should we put on Altice's bad quarter 11:30 Does Altice management have a handle on the business? 21:30 Discussing CABO's valuation versus the major cable peers 23:00 How Altice's pricing, cost, and FTTH strategy differs from peers 28:00 What if Altice needs to roll back prices or invest back into opex? 31:00 Could Altice pull a Dell? 37:55 More on Altice's FTTH strategy 44:00 Talking about Altice's different parts 47:45 What could break the cable thesis? 56:00 Quick discussion of satellite / Starlink internet risk 58:30 Cable regulatory concerns 1:04:30 Kyler's closing thoughts
	Total Play:		0