$CHTR

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (1m)

-5.9%

Win rate (1m)

0% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 8, 4:30 PM ET

$CHTRr/ValueInvestingStock Analysisbullish

u/StandardObject91 · 20d ago2 prior · awaiting results

Charter Cox merger completed today

Charter's Cox acquisition and Liberty Broadband merger are complete, establishing a ~177mm share count. With expected 2027-2028 FCF of $6.1-9B ($42.50/share at midpoint vs. current $145), combined with planned debt reduction at discounts, one-time gains, and share buybacks, Charter appears significantly undervalued on a levered FCF basis.

At post $147.76Now $145.74-1.4% since postedas of Sep 8, 4:30 PM ET

1d+1.6%

3d+1.6%

1w+0.4%

1m—

3m—

6m—

1y—

original post →

$CHTRr/wallstreetbetsDDbullish

u/ConfidentTapwater · 27d agono track record yet

“position posted”

Charter Communications potential rerate $CHTR

Charter trades at an absurdly low 3.9x P/E with massive FCF yield (~26% on equity). Aggressive buybacks shrink share count 10-13% annually, driving EPS growth even without earnings growth. A potential SpaceX mobile partnership announced post-Cox merger could unlock new revenue, trigger multiple expansion, and provide the catalyst for re-rating this structurally cheap asset.

At post $156.19Now $145.74-6.7% since postedas of Sep 8, 4:30 PM ET

1d-1.2%

3d-1.2%

1w-5.4%

1m—

3m—

6m—

1y—

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$CHTRr/ValueInvestingStock Analysisbullish

u/StandardObject91 · 28d ago2 prior · awaiting results

Update on Charter.

Charter's bond tender closes today with results expected by tomorrow, potentially triggering a share price pop. California regulators voting Thursday on the Cox merger represents the final regulatory hurdle; approval could add momentum ahead of closing shortly thereafter.

At post $157.69Now $145.74-7.6% since postedas of Sep 8, 4:30 PM ET

1d-4.7%

3d-2.2%

1w-5.9%

1m—

3m—

6m—

1y—

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$CHTRr/wallstreetbetsDiscussionbullish

u/Maledictione · 119d agono track record yet

Long CHTR

In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve

Charter Communications is undervalued and oversold after a bad quarter, trading at distressed valuations (PE 3.85, 25% FCF yield) with heavy but manageable debt. The author expects a 5-6x PE expansion over 3-6 months to $185-220 driven by recovery in subscriber losses, MVNO strategy execution, merger approval catalysts, and resumption of buybacks post-Cox closing.

At post $147.92Now $145.74-1.5% since postedas of Sep 8, 4:30 PM ET

1d-3.3%

3d-5.1%

1w-3.7%

1m-5.9%

3m+3.6%

6m—

1y—

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End of results.