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Tony Coniaris and John Sitarz on “Business Breakdowns” (12.06.23)
December 6, 2023
Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication...
![Tony Coniaris portrait](https://harrisassoc.com/wp-content/uploads/sites/2/2022/11/Tony-Coniaris-150x150.jpg)
![John Sitarz portrait](https://harrisassoc.com/wp-content/uploads/sites/2/2019/07/John-Sitarz-150x150.jpg)
Partner, Portfolio Manager and U.S. Investment Analyst
News
December 6, 2023
Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication...
At Harris Associates, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.