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Comcast Corp Class A (CMCSA US)
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293
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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10 Oct 2020 21:47
Disney: Listen to Loeb
Disney's stock has languished this year due to the havoc COVID has unleashed on its business model. It should use the opportunity to spend more on...
Aaron Gabin
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294 Views
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bullish
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Cross Asset Strategy
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30 Sep 2020 05:25
US Value Vs Growth: The Goldilocks Portfolio
Performance between US Value funds andtwo groups has diverged over the last decade, with 2020 seeing an acceleration of the trend.
Steven Holden
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233 Views
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bearish
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Netflix Inc
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18 Jul 2020 07:46
Netflix 2Q20 Caution: Deceleration Ahead
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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362 Views
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bearish
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Thematic (Sector/Industry)
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04 Jul 2020 03:15
TMT Weekly: 3 Things that Stood Out The Week of 7/3/2020
This week we highlight Match Group's independence, YouTube TV's price hike, and the sheer insanity of Spotify's 80% move. Obex’s fundamental...
Aaron Gabin
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302 Views
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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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340 Views
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