@MasaSonCap @AndrewRangeley @modestproposal1 @IgnoreNarrative $CMCSA / $CHTR footprints have similar exposure to non-cable forms of broadband. $CMCSA generates substantially more EBITDA - Capex per home passed, and thus should trade at a premium on an EV-to-HP ratio. 

@AndrewRangeley, interesting way of thinking about this. I like it.