Letters by company
Charter Communications, INC.
2 letters discussing CHTR. Everything written about it on this site is on its ticker page.
- Dodge & Cox Stock Fund Stock Fund Investment Commentary Dodge & Cox Stock Fund initiated positions in Visa, Thermo Fisher Scientific, and KKR after AI-disruption concerns and macro fears pushed their valuations lower. The fund retained conviction in Fidelity National Information Services, Fiserv, and Charter Communications, arguing that their valuation declines overstate risks, while its technology underweight hurt relative results. Second Quarter +5.6% KKR-P-D TMO $231BV $693BCHTR $18B
- First Eagle Investments Global Equity ETF Commentary Global Equity ETF positioning favors durable, scarce assets at sensible valuations as tighter US rate expectations, elevated equity issuance and AI capital spending raise concerns over mega-cap valuations. Samsung, Alphabet, Merck, Elevance and Texas Instruments benefited from operating catalysts, while Noble, Charter, HCA, Exxon and Agnico Eagle were retained despite cyclical or operating headwinds. second quarter 2026 +5.0% 0R1M AEM $105BCHTR $18BELV $86B
