u/Fair-Accountant4426

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-0.0%-0.0%
1w1100%-2.7%-2.7%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CMCSAr/ValueInvestingStock Analysisbullish
u/Fair-Accountant4426 · 19d agono track record yet

Comcast (CMCSA) — Am I Missing Something?

Comcast is trading cheaply relative to its substantial free cash flow generation of $4.6B in Q2 2026. Despite $90.4B in debt, the company's diversified revenue streams (broadband, business services, wireless, Peacock, NBCUniversal, and theme parks) and strong cash conversion capability provide sufficient financial flexibility to service debt while investing in growth.

At post $21.24Now $22.76+7.1% since posted7m ago
1d—
3d-0.0%
1w-2.7%
1m—
3m—
6m—
1y—
original post →

End of results.