Charter is drowning in debt, and that leverage outweighs its cash-flow appeal. @k3ithmccullough puts Charter at a 25% free-cash-flow yield by 2028. The most bullish point is that capex is expected to come down, but on a quick look the heavy debt load makes the stock look very poor. x.com 

Toyota is far stronger financially than people realize and best in class among automakers, setting it up to re-rate. Net financial assets and investments equal 30% or more of its market cap, it trades at 10x earnings and 1x tangible book with a dividend above 3%, and it is buying back shares aggressively. Like a once low-multiple steel company that kept buying back stock and re-rated as best in class, Toyota stands apart from rivals with crumbling balance sheets. x.com  x.com  x.com  x.com