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WideOpenWest, Inc.
1 letter discussing WOW. Everything written about it on this site is on its ticker page.
- Bireme Capital 1Q22 Quarterly Report Bireme Capital warns that tightening monetary and fiscal conditions, rising real yields and weakening corporate margins could trigger an equity-market crash. It increased Netflix to a 5% position after re-underwriting its subscriber setback, retained Cogeco as its largest position, and reinvested in Facebook on valuation grounds. 1Q22 NFLX $511BCGECF $387MFB