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Which podcasts are discussing CMCSA?
19 ATTRIBUTED IDEAS · 17 EPISODES · 12 SHOWS
The shows
CNBC Fast Money
Animal Spirits
Bloomberg Surveillance
Prof G Markets
WSJ What's News
Yet Another Value Podcast
Barron's Streetwise
Goldman Sachs Exchanges
Marketplace
Motley Fool Money
The Business Brew
The Compound and Friends
Where the discussion went deepest
3 JUL3 JULTHE COMPOUND AND FRIENDS · 1:00:42
Netflix shifting from growth to value compounder
“The case was presented that Netflix is transitioning from a hyper-growth subscriber story into a value-oriented cash flow winner set to dominate media consolidation, despite growing competitive pressure from YouTube.”
Brian Belski Returns!
Core thesis · 5/5Verify in source →
28 JUN28 JUNYET ANOTHER VALUE PODCAST · 00:00
Fox acquires Roku for distribution and scale
“The strategic combination of Fox and Roku gives Fox owned-and-operated digital distribution, removing its dependency on traditional cable bundles and protecting it from expensive streaming cash burns.”
$FOX dropped 25% buying $ROKU. Is the market wrong? · with AlphaSense
Core thesis · 5/5Verify in source →
17 JUL4W AGOBLOOMBERG SURVEILLANCE · 17:58
Comcast breakup value offers upside catalyst
“Comcast trades at a depressed valuation while an upcoming corporate split offers significant value-unlocking potential.”
Chipmaker Rout Deepens Plunge From Record
In depth · 4/5Verify in source →
1 JUL1 JULPROF G MARKETS · 12:15
29 JUN29 JUNCNBC FAST MONEY · 02:35
Comcast spin-off unlocks media asset value
“Comcast's planned spin-off of NBCUniversal media assets and Sky is seen as a value-unlocking catalyst for a stock heavily discounted by the market.”
Apple Potential Blacklisted China Chipmaker Deal …And Optimism In The Second Half 6/29/26
In depth · 4/5Verify in source →
29 JUN29 JUNWSJ WHAT'S NEWS · 00:35
Comcast splits connectivity and media businesses
“Comcast is spinning off NBCUniversal from its core cable and broadband business to separate diverging media consolidation and connectivity pressures.”
What the Lisa Cook Decision Means for the Fed’s Independence
In depth · 4/5Verify in source →
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