I'm happy that he's being visible. Sometimes management needs to be nudged a bit. |
Operationally, this company is succeeding in a very difficult environment. |
The cable assets are growing the fastest. There's not a whole lot of growth in the rest of the business, which is why the stock is not going anywhere. |
The numbers look really good. You're not seeing those numbers at any of the other media conglomerates. |
The upside is Time Warner Cable. |