With Charter Communications one of our largest holdings (via Liberty Broadband), I've continued to look for reasons why I am wrong about the value of the company. During this ongoing process I've come across a few writeups that advocate selling Charter short. The crux of the bull thesis is cable companies in general will be one of the primary beneficiaries of the increasing consumer demand for greater internet speed and capacity as they are better positioned than the traditional telcos. Charter in particular should be able to derive greater benefits as it will be the acquirer of choice to further roll-up the smaller players in the cable industry and thus create a lot of value from synergies and cost savings.

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