Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Comcast Corp Class A (CMCSA US)
Watchlist
293
Analysis
Consumer Discretionary
•
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.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bearish
•
Intel Corp
•
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
Follow
248 Views
Share
bearish
•
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
Follow
384 Views
Share
bearish
•
Netflix Inc
•
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
Follow
267 Views
Share
bullish
•
Comcast Corp Class A
•
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
Follow
243 Views
Share
bearish
•
Netflix Inc
•
21 Oct 2020 20:38
Netflix 3Q20: Still Chill?
We reiterate our view that Netflix will have a hard time making subscriber #s for the next few quarters due to the massive pull-in from 1H20. When...
Aaron Gabin
Follow
219 Views
Share
First
Previous
4
5
6
7
8
9
10
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.7
x