Alluvium Asset Management stated in its Q2 2026 investor letter that despite market concerns over broadband subscriber losses and flat average revenue per user (ARPU), it is optimistic about the future prospects of U.S. broadband company Charter Communications (NASDAQ:CHTR) due to its rapid mobile subscriber growth and management's 60% increase in anticipated synergies from the upcoming Cox acquisition.
CHTR shares closed at $141.20 on September 15, down 7.39% over the past month and 47.32% over the past 52 weeks.
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Alluvium Asset Management is bullish on Charter Communications (CHTR) due to its rapid mobile subscriber growth and a 60% increase in Cox acquisition synergies.
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Source：Yahoo财经 · Source Link
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