Comcast lacks quick growth at a reasonable price; potential split into NBCUniversal and competitive broadband signals possible exit.
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The CompoundPublished Sep 25 · 1 passage
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Good. What do you see in Comcast? For me, this is not a business that grows quickly and at a reasonable price. What's going on here? Yes, Comcast is a controversial company within our company.
Some people like it, others don't. I now think the Roberts family looks ready for a possible exit. They are now splitting it into two companies. That's all . You know, you'll have NBCUniversal, and then you'll have Comcast's broadband business.
But broadband business is an extremely difficult field. You will face a lot of competition. Fixed wireless, and you will find Starlink and others. Although Starlink
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2026-09-25BearishThis one
Good. What do you see in Comcast? For me, this is not a business that grows quickly and at a reasonable price. What's going on here? Yes, Comcast is a controversial company within our company. Some people like it, others don't. I now think the Roberts family looks ready for a possible exit. They are now splitting it into two companies. That's all . You know, you'll have NBCUniversal, and then you'll have Comcast's broadband business. But broadband business is an extremely difficult field. You will face a lot of competition. Fixed wireless, and you will find Starlink and others. Although Starlink