u/Fair-Accountant4426

Reddit r/ValueInvesting
tracked since Oct 2026

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Horizon 7D30D90D180D360DAVG
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CMCSA 1ST Comcast ... Comcast Corporation
Long
Oct 03
$21.58
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Cheap cash-generative Comcast; Peacock, separation offset debt
The author has been buying Comcast aggressively because it looks extremely cheap relative to the cash it generates, citing $4.6B of Q2 2026 free cash flow against $2.1B returned to shareholders. The bull case rests on diversification beyond cable (broadband, business services, wireless, Peacock, NBCUniversal, theme parks, film/TV, sports) plus the planned separation of NBCUniversal and Sky from the connectivity business. Supporting catalysts cited are Peacock's first-ever quarterly profit with 48M paid subscribers and 5% Business Services EBITDA growth. Main risks the author acknowledges are ~$90.4B of debt, fiber/5G broadband competition, and structural decline with 167,000 residential broadband customers lost in Q2.
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u/Fair-Accountant4426 has 1 trade ideas tracked on Buzzberg across 1 tickers since October 2026.

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