Charter Communications Inc. (CHTR)

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.

Ken Griffin, the visionary founder of Citadel Investment Group, launched his hedge fund in 1990 with $4.2 million, achieving unprecedented success.

Operator: Hello and welcome to Charter Communications' Third Quarter Investor Call.

The third quarter ended with a bang, with all the major indices near record highs as investors shunned macroeconomic instability, soaring geopolitical tensions and U.S. election uncertainty.

Recent analysis indicates that an anticipated tech rally may be delayed until year-end, despite the S&P 500 achieving a remarkable 20% increase year-to-date.

The stock market is at a turning point after one of the longest bull runs in recent history. With major market indices close to all-time highs, valuations are getting out of hand.

The current market data shows that the economy of the United States is normalizing, especially with an active Federal Reserve, global stimulus from China, and higher consumption rates.

Is the market too expensive? That’s the big question with major market indices at all-time highs even as the Federal Reserve cuts interest rates to try and prevent the economy from plunging into recession...

As we move a quarter of the way into the 21st century, the world is paving the way for new technologies to make human lives easier and more advanced.