u/LunaLoeve

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.9%-0.9%
3d1100%-0.4%-0.4%
1w1100%-1.0%-1.0%
1m000———
3m000———
6m000———
1y000———

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

Thesis history

$CMCSAr/ValueInvestingDiscussionbullish
u/LunaLoeve · 24d agono track record yet

Comcast is currently at 2013 levels; fundamentals look fine. Deep value opportunity or value trap?

Comcast trades at 2013 valuation levels with sound fundamentals. The author views it as a contrarian value opportunity with a margin of safety, suitable as a defensive dividend-paying asset despite chart risks of a value trap.

At post $21.46Now $22.76+6.0% since posted7m ago
1d-0.9%
3d-0.4%
1w-1.0%
1m—
3m—
6m—
1y—
original post →

End of results.