Calls
1
u/EchidnaDry9119
Reddit r/ValueInvesting
Win Rate
100.0%
return
+7.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$23.65
+7.7%
Comcast trades at roughly 7.7x P/E, 0.94 P/B, and a 5.6% dividend yield; author rates it 7/7 on Graham checklist. Market is treating cable decline as the whole story, while sports licensing, theme-park growth, and a possible NBCU spin-off could each be worth meaningful value on their own. Long CMCSA as a cheap, diversified media/cable/parks conglomerate with multiple potential catalysts and a margin of safety. Faster cord-cutting, fiber and Starlink competition, NBCU spin-off execution issues, theme-park delays/costs, and higher debt costs.
Comcast trades at roughly 7.7x P/E, 0.94 P/B, and a 5.6% dividend yield; author rates it 7/7 on Graham checklist. Market is treating cable decline as the whole story, while sports licensing, theme-park growth, and a possible NBCU spin-off could each be worth meaningful value on their own. Long CMCSA as a cheap, diversified media/cable/parks conglomerate with multiple potential catalysts and a margin of safety. Faster cord-cutting, fiber and Starlink competition, NBCU spin-off execution issues, theme-park delays/costs, and higher debt costs.
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u/EchidnaDry9119 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: CMCSA.
