Posted on 3/6/18
Comcast: Contrarian Play On Overdone Price Decline
IntroductionComcast (CMCSA) is causing headaches for Disney (DIS) and Fox (FOX), having initially tried to counter the Disney offer for key entertainment assets held by Fox . . .
Posted on 3/5/18
Comcast - An Attractive Risk Adjusted Play Post Sky Offer
Comcast shares dropped about ~8%, or ~$16bn in market cap value, post its counter-offer for Sky at a rather generous ~$41bn EV.Given the headwinds in the . . .
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