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u/EchidnaDry9119
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+7.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
31 июл
$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.
Стриминг
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/EchidnaDry9119 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с июля 2026. Чаще всего покрывает: CMCSA.
