On November 25th we hosted a conference call where we discussed recent developments surrounding a potential bid for Time Warner Cable from Charter… or Comcast. Or, even Cox.
A replay of that conference call is available using the link below. We discuss on the call the increasingly heavy burden to “run the company better” as the potential acquisition price for TWC rises, the regulatory challenges to a Comcast bid, and the reasons why Cox might be TWC’s preferred white knight. We are entering perilous waters, in our view, where the upside in TWC shares, even in the event of a “bidding war,” may turn out to be simply the avoidance of downside rather than a large premium from here.
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