CMCSA

An Open Letter To Comcast CEO Brian Roberts

"The team has a sense of urgency, energy, and focus"

Jun 30 •

TSOH Investment Research

"Compete With Anyone"

An update on Comcast

Jul 29, 2024 •

TSOH Investment Research

Not A Question Of If, But When

An update on Comcast and Charter / Liberty Broadband

May 13, 2024 •

TSOH Investment Research

"Time Is Of The Essence"

On Thursday, Comcast reported financial results for the final quarter of 2023.

Jan 29, 2024 •

TSOH Investment Research

Portfolio Change - 11/07/2023

Note: You can always review prior portfolio changes on the TSOH website

Nov 6, 2023 •

TSOH Investment Research

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 •

TSOH Investment Research

“Moving Forward, Or Moving On”

Disney, Charter, and the future of the U.S. pay-TV business

Sep 11, 2023 •

TSOH Investment Research

Cable's Strategic Vision(s)

An update on Comcast and Charter (Liberty Broadband)

Aug 10, 2023 •

TSOH Investment Research

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 •

TSOH Investment Research

"Our Intent Is To Grow"

An update on Comcast and Charter

May 15, 2023 •

TSOH Investment Research

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 •

TSOH Investment Research

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 •

TSOH Investment Research

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