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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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The Walt Disney Co
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06 May 2020 20:48
Disney Revisited: Still a Long (Time From Now), When People Are (No Longer) Far Far Away.
We wrote about Disney at the outset of COVID-19, thinking that its dramatic drawdown was overdone – essentially arguing that consumer behavior...
Aaron Gabin
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348 Views
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bullish
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Thematic (Sector/Industry)
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03 May 2020 23:14
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
Aaron Gabin
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253 Views
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bearish
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Thematic (Sector/Industry)
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25 Apr 2020 08:14
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
Aaron Gabin
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293 Views
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bearish
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Netflix Inc
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23 Apr 2020 04:58
Netflix: Short Peak Netflix
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
Aaron Gabin
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1k Views
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bearish
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Thematic (Sector/Industry)
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20 Apr 2020 07:00
Coronavirus as Secular Accelerator II: US Media/Telco Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
Aaron Gabin
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266 Views
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