u/No_Reason6076

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-17.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return -17.4% Long Return -17.4% Short Return -
Average Return
7d +5.8%
30d +13.6%
90d +6.9%
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Result
Result
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Side
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Thesis
Theme
Source
Long
Jan 19
$27.82
-17.4%
Comcast cheap on FCF with Olympics ad catalyst
The author argues Comcast is a high-quality media company with multiple revenue streams including NBC and Universal parks, and notes it has sold out its advertising slots for the Winter Olympics, which should drive ad revenue higher. He cites a 17% FCF margin, over 20% FCF yield, revenue growth from $103.6B to $123.3B since 2020, FCF growth from $14.1B to almost $21B, and 94% cash flow productivity. The stock trades at $27.83 with a 4.6 P/E and 4.8 P/FCF, with reasonable leverage and good coverage. He states he likes the stock and asks for others' opinions.
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u/No_Reason6076 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: CMCSA.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology