- Entry
- $24.02
- Now
- $26.84 +11.8%
- Target
- —
- Score
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Comcast is a behemoth of a company with cable lines, content , and Universal Studios Their major moat has been in licensing that spans all 3 three. **Cable** Let’s start with Cable Lines. The negative factor for Comcast has been cord cutting from hundreds of thousands of customers. Fiber buildout for the last 10+ years has reduced the coaxial line infrastructure for many years and has left Comcast with smaller market share but holding its Last mile infrastructure. The next …
— ORIGINAL POST ·
Comcast is down 20% in the last 6 months
· r/ValueInvesting
· Jul 31, 2026