Jul. 10 at 4:29 PM
$CHTR Great entry point here! They repurchased just shy of
$1B in Q1 2026 alone! Since 2016 CHTR has decreased sharecount in half and currently trade at half of the valuation. Granted retiring shares when the stock was expensive isn't a good deployment of capital, however, now is the time to deploy capital on repurchases since share price is depressed. Since September 2016, they've spend
$70B on share repurchases at todays market cap of
$18B they can retire all their shares 3.5x over 😆. If they cut shares in half (
$9B of repurchases) FCF per share will be
$72 /share
