Vitaliy Katsenelson’s Contrarian Edge: ‘A perfect business for an inflationary environment.’ Why this veteran value investor is bullish on a beaten-down telecom stock.


Charter Communications CHTR is one of the largest cable companies in the U.S. Our firm views it as an investment in three distinct businesses: cable TV; broadband internet, and wireless.

Cable TV is a high-revenue, low-margin business — most of the revenue (deservedly) goes to content providers. This business is in a mild, long-term, steady decline. Cable companies don’t mind losing this business, for a couple of good reasons: First, after factoring in the costs of customer service, cable TV makes little money. Second, people…

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