u/LiyangHuang

Reddit r/wallstreetbets
· tracked since Sep 2026
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Calls 1 1 Posts tracked · 1.0/day Posted today
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Long
Sep 10
$134.91
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Charter deeply undervalued; capex cliff boosts FCF
Author argues Charter is heavily undervalued after an ~80% drawdown, trading at P/E 3.5 and ~24% FCF yield while the market prices in catastrophic failure that won't materialize. Catalysts include a capex cliff guiding spend from ~$11.5B to ~$8B by 2028 (pushing FCF yield toward ~40%), Cox acquisition synergies, and aggressive buybacks that could retire half the shares. Main risks are accelerating subscriber losses to fiber/wireless/satellite and $90B debt needing refinancing at higher rates in the 2030s.
Telecom Operators
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u/LiyangHuang has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.