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"Compete With Anyone"
An update on Comcast
Jul 29
•
The Science of Hitting
12
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"Compete With Anyone"
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Not A Question Of If, But When
An update on Comcast and Charter / Liberty Broadband
May 13
•
The Science of Hitting
15
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Not A Question Of If, But When
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"Time Is Of The Essence"
On Thursday, Comcast reported financial results for the final quarter of 2023.
Jan 29
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The Science of Hitting
21
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"Time Is Of The Essence"
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Portfolio Change - 11/07/2023
Note: You can always review prior portfolio changes on the TSOH website
Nov 6, 2023
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The Science of Hitting
25
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Portfolio Change - 11/07/2023
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Convergence Calamity, Revisited
Note: Here are the links to prior CMCSA and LBRDA research When 2021 came to a close, Comcast management could look back on the results of the prior…
Nov 6, 2023
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The Science of Hitting
30
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Convergence Calamity, Revisited
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“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
Sep 11, 2023
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The Science of Hitting
34
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Cable's Strategic Vision(s)
An update on Comcast and Charter (Liberty Broadband)
Aug 10, 2023
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The Science of Hitting
25
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Cable's Strategic Vision(s)
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ESPN: “Looking For Strategic Partners”
On Thursday, Disney CEO Bob Iger sat down for a wide-ranging conversation with CNBC’s David Faber. The interview, which followed an announcement on…
Jul 17, 2023
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The Science of Hitting
28
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ESPN: “Looking For Strategic Partners”
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"Our Intent Is To Grow"
An update on Comcast and Charter
May 15, 2023
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The Science of Hitting
20
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"Our Intent Is To Grow"
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Portfolio Change - 02/06/2023
As disclosed in this morning’s write-up, I’ve decided to trim my Comcast (CMCSA) position; the portfolio changes discussed below will be executed…
Feb 6, 2023
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The Science of Hitting
20
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Portfolio Change - 02/06/2023
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Walking The Peacock Plank
When the TSOH Investment Research Service launched in April 2021, I published a review of every company in my portfolio.
Feb 6, 2023
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The Science of Hitting
24
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Walking The Peacock Plank
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"We Take A Long-Term View"
Charter's December 2022 Investor Day
Dec 26, 2022
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The Science of Hitting
27
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"We Take A Long-Term View"
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