⁠Librarian Capital
Charter $CHTR +11.4% pre-market after 24Q3 results
At ~$365, it has risen ~15% since the below*
(* CHTR closed at $317.01 on 26-Sep)

Vitaliy Katsenelson on Charter $CHTR

"Fixed wireless has taken all the share it will take"
Easier for cable to add wireless subs. than vice versa
Verizon Frontier acq. "sign of supreme desperation"
CEO: "We build the company for our grandchildren"
IMA sees 2028 FCF/share $48-60 - Librarian Capital
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⁠Librarian Capital
RT @bluestein: The highest early voting turnout in Georgia isn’t in Democratic strongholds such as DeKalb County or the fiercely contested suburbs that surround metro Atlanta. It’s in sparsely populated rural counties where Republicans dominate. #gapol
https://t.co/0gbjvxcaNl
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⁠App Economy Insights
$MSFT Microsoft earnings:

AI is close to a $10B annual run rate.

☁️ Azure deceleration.
📊 New segmentation.
🤖 Autonomous agents.

Let’s dive into the visuals 👇
https://t.co/2d61NAqMpy
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⁠Librarian Capital
RT @opinion: If Donald Trump is re-elected, he wants revenge.

@TimOBrien breaks down what a Trump 2.0 presidency would look like 🎥 https://t.co/uC8mFNd3sf
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⁠Investing visuals
Apple $AAPL after earnings summary📜 https://t.co/1hnOEWnFkc
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⁠Librarian Capital
RT @carlquintanilla: News cycle, heading into final weekend:

@washingtonpost @politico @WSJ @CNN https://t.co/h4ZRQ441sz
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⁠Stock Analysis Compilation
Stock Analysis Compilation #62 is in your inbox 🔥
(link in bio)

46 stock pitches from the best hedge funds & newsletters :

$BWIN $BOC $CASY $CELH $CPRT $DBX $DAVA $ESQ $GOOGL $HIMS $IDXX $LRCX $MSFT $MYTE $PRM $PM $PPSI $RKLB $SOFI $STHO $TSLA $TXN $TYL $XPFL $SOPH and many more
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⁠Investing visuals
Mastercard $MA after earnings update📜
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