$CMCSA

3 theses

bullish 100%neutral 0%bearish 0%

Avg return (6m)

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Win rate (6m)

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1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Sep 4, 4:30 PM ET

$CMCSAr/ValueInvestingStock Analysisbullish

u/JoeInOR · 11d ago8 prior · awaiting results

I ran my true FCF screener on stuff I actually use in my life. DECK at 8% yield and 16% revenue growth is the standout. SBUX at 65x P/E, but two out of three frappuccinos taste like slush. Here's the full list.

CMCSA stands out with a 21.97% true FCF yield, indicating significant valuation discount relative to cash generation. The high yield suggests meaningful upside if market reprices the cash-generative business.

At post $27.20Now $26.49-2.6% since postedas of Sep 4, 4:30 PM ET

original post →

$CMCSAr/ValueInvestingStock Analysisbullish

u/JoeInOR · 20d ago8 prior · awaiting results

“That's my Godfather number, the offer I can't refuse. I own some CMCSA.”

I built a new metric called Y220. Given a company's true FCF yield today and its 3-year revenue CAGR, how long until it reaches 20% yield?

CMCSA yields 20% true FCF, representing the author's 'Godfather number' threshold of acceptable yield relative to growth and risk.

At post $26.20Now $26.49+1.1% since postedas of Sep 4, 4:30 PM ET

1d+1.5%

3d+2.5%

1w+3.4%

1m—

3m—

6m—

1y—

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$CMCSAr/wallstreetbetsDDbullish

u/No_Presentation9490 · 45d ago5 prior · awaiting results

Long 2,000 shares of CMCSA

Comcast DD

Comcast is oversold on all timeframes after a 7% crash and offers a 6% dividend yield at 4.2 P/E. Near-term mean reversion to $22.50 (0.50 upside) is likely within the next quarter, despite long-term bearish fundamentals and the company being a long-term dead end.

At post $21.92Now $26.49+20.9% since postedas of Sep 4, 4:30 PM ET

1d+1.7%

3d+1.7%

1w+8.0%

1m+22.5%

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End of results.