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▶ 19:08 · $CHTR · Hohn: Exited Charter after 5x return as cable saturation and PE overbuilding broke thesis

now playing · $CHTR

$SAFRY···bullish· high· poschris hohn

Hohn: 13-year Safran compounding at 20% IRR protected by activism against value-destroying M&A

Long-term ownership of quality aerospace compounder safeguarded by activist intervention against a disastrous acquisition attempt.

$CLNXY···bullish· medium· poschris hohn

Hohn: Cellnex board seat with 10% stake proves activist argument wins over stake size

Concentrated shareholder structure enables effective governance engagement; compelling arguments rally passive shareholders regardless of activist's ownership percentage.

$CHTR···neutral· highchris hohn

Hohn: Exited Charter after 5x return as cable saturation and PE overbuilding broke thesis

Cable was a long-term compounder until industry saturation and competitive overbuilding by private equity eroded the moat, prompting exit after 8-year, 5x gain.

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