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Comcast Corp Class A (CMCSA US)
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294
Analysis
Consumer Discretionary
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United States
Comcast Corporation provides media and television broadcasting services. The Company offers video streaming, television programming, high-speed internet, cable television, and communication services. Comcast serves customers worldwide.
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bullish
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Netflix Inc
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21 Jul 2021 08:09
Netflix 2Q21: Game On
We have turned bullish on Netflix recently because we see the pace of sub growth reaccelerating in the back half of 2021. The flattish AH reaction...
Aaron Gabin
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187 Views
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bearish
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Intel Corp
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27 Jun 2021 03:54
TMT Weekly: 3 Things That Stood Out the Week of 6/25/2021
We think Intel's restructuring is a means of burying its coming market share loss driven margin declines, while Comcast rumors are nonsensical....
Aaron Gabin
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252 Views
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bearish
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The Walt Disney Co
•
13 Feb 2021 01:21
Disney 1Q21: Is Streaming Enough to Support $200?
We move to the sidelines on Disney after being long for the past year. We think the stock has fully valued a streaming business that has a little...
Aaron Gabin
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390 Views
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bearish
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Netflix Inc
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20 Jan 2021 22:43
Netflix 4Q20: It’s a Free Cash Flow Machine!
Netflix posted an inline quarter, but the stock is up 14% on commentary about sustainability of FCF going forward. We don't advocate shorting NFLX...
Aaron Gabin
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274 Views
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bullish
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Comcast Corp Class A
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29 Oct 2020 13:59
U.S. Elections: A Biden Win Is Looking More Likely
A Biden election win and presidency is looking more likely by the day. This Insight explains why, and what could change in the next week to alter...
Kyle Rudden
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248 Views
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