To My Clients, Through the first half of 2022, our stock portfolios are down roughly 20-22%, while the stock market is down 20%.Thanks for reading Concentrated Compounding! Subscribe for free to receive new posts and support my work. I don’t usually write quarterly letters, but as the market is down significantly so far this year, I thought I would share a few thoughts on the economy, the outlook for the businesses we own, and a large mistake I made last year.
I took just a very, very quick glance at valuation but doesn't seem that Charter is now any close as cheap as Altius. Therefore I would kindly ask the authour to elaborate a bit more about that valuation comparison.
I took just a very, very quick glance at valuation but doesn't seem that Charter is now any close as cheap as Altius. Therefore I would kindly ask the authour to elaborate a bit more about that valuation comparison.
It probably means ATUS has bottomed or it is near the bottom. If we see also Andrew Wallker proclaiming sale, than the bottom wouldbe most probable.
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Great stuff, ty for sharing Willis!