The cable, broadband, and mobile worlds are all colliding, so keeping each company's strategy straight can be a challenge for investors. Many competitors are merging into larger conglomerates, while the streaming revolution is disrupting the whole industry.

One person to look to for guidance in the chaos is John Malone, perhaps the greatest cable and media investor of all time. In recent years, Malone has given a lengthy interview to CNBCOpens a New Window. at television and media conferences each November. I profiled a bit of last year's interviewOpens a New Window., when Malone took on the topic of streaming disruption.

One of Malone's largest companies is Liberty Broadband (NASDAQ: LBRDK), which owns a 25% stake in Charter Communications(NASDAQ: CHTR). Charter is interesting in that it is pursuing a somewhat different strategy from its telecom and cable cohorts ... at least for now.

Malone shed some light on Charter's strategy in the interview, during which he was complimentary of management but also questioned their hesitancy to merge with a wireless or content company.