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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
•
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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245 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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286 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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262 Views
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bullish
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The Walt Disney Co
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09 Mar 2020 08:24
TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
Aaron Gabin
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327 Views
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