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Category: CMCSA

Comcast: buy the cable business, get everything else for (almost) free? $CMCSA

Posted On May 8, 2020
I spend a lot of time looking at and thinking about the cable / telecom / media sectors, and you can't spend any time on either of those without thinking about / looking at Comcast (CMCSA) given their ownership of Xfinity (the largest cable company in the U.S.) and NBC (one of the largest media […]

Some things and ideas: February 2019

Posted On February 28, 2019
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

Comcast and the "curse" of "diversified holdings" companies $CMCSA

Posted On March 21, 2018
I was swapping thoughts back and forth with a few people on Comcast (disclosure: long) and the cable industry in general last night and thought I'd put some pen to paper. The reason for the "thought swap" was (obviously) Comcast's recent bid to buy Sky, which is what I want to focus on here (I'll give […]
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