This is part 6 (the final part!) of my deep dive into cable threats (sponsored by Tegus). This part will just wrap up with some concluding thoughts. If you’re looking for background on what this series is and why I’m doing it, please
Just an anecdote, after reading your first or second post, I looked online and it turns out I have T-mobile available in my area, T-mobile for home, $50 a month 5G unlimited, fixed price on autopay, opposed to my Cox which was $112, I called them, they sent me a box, 15 day free trial and guess what, I canceled Cox and saved $60 a month, every friend I told that had T-mobile for home available in his area, switched right away, they all hate Cox monopoly, every one with T-mobile not yet available, signed up for alert to when it is available. One other person I met just switched to Century link new Fiber, $60 a month. When I returned the box at Cox store, three other people did. I think cable monopoly is over in certain areas, and the heavy debt and buybacks will backfire for the current monopolies, these stocks will not get high PE rating if competition intensifies, and likely dead money at best, I live in Vegas by the way. Cheers!
Fantastic series. Curious on your point re Starry being victim to the backhaul of both towers and fixed networks. Do you see a similar risk in CHTR's MNVO agreement for its mobile opportunity?
In your write-ups I find it difficult to read excerpts of the transcripts. The fonts are really small and sometimes blurry. Not sure if this is an issue for anyone else. Just some feedback.
Just an anecdote, after reading your first or second post, I looked online and it turns out I have T-mobile available in my area, T-mobile for home, $50 a month 5G unlimited, fixed price on autopay, opposed to my Cox which was $112, I called them, they sent me a box, 15 day free trial and guess what, I canceled Cox and saved $60 a month, every friend I told that had T-mobile for home available in his area, switched right away, they all hate Cox monopoly, every one with T-mobile not yet available, signed up for alert to when it is available. One other person I met just switched to Century link new Fiber, $60 a month. When I returned the box at Cox store, three other people did. I think cable monopoly is over in certain areas, and the heavy debt and buybacks will backfire for the current monopolies, these stocks will not get high PE rating if competition intensifies, and likely dead money at best, I live in Vegas by the way. Cheers!
Fantastic series. Curious on your point re Starry being victim to the backhaul of both towers and fixed networks. Do you see a similar risk in CHTR's MNVO agreement for its mobile opportunity?
In your write-ups I find it difficult to read excerpts of the transcripts. The fonts are really small and sometimes blurry. Not sure if this is an issue for anyone else. Just some feedback.