Charter Communications: Why The Moat Still Holds (NASDAQ:CHTR)

Group 1 - Charter Communications has experienced a significant decline in share value, decreasing by 56% over the past five years, indicating challenges faced by traditional cable networks [1] - The article emphasizes the shift away from traditional cable networks, suggesting they are becoming obsolete in the current market landscape [1] Group 2 - The focus is on identifying companies with durable economic resilience, pricing power, and capital efficiency, which are essential for long-term value creation [1] - The sectors of interest include Technology, Industrials, and Financials, with an emphasis on scalable business models and mission-critical offerings [1] - The analysis includes capital allocation strategies, margin trajectories, and unit economics to evaluate the sustainability of growth and returns [1]