Comcast Corp - Class A. Every tracked FinTwit mention of $CMCSA, newest first. 39 mentions since the first on Jun 30, 2025. See the price chart.
May 2026 · 1 mention
May 25
KawzInvests 🦑 — $HLIT (~$1.65B) controls more than 95% of the software that every major US cable company needs to upgrade their network for the AI era.
Every time you stream, video call, or ask a…↗
Colin King — ChatGPT favorite investment idea for 2026 is $CMCSA https://t.co/eaQdyHbAzc↗
Dec 28
Colin King — $VSNT notes (spin-off from $CMCSA)
1) spin coming Jan 2026, 1 share of VSNT for every 25 CMCSA = ~145m s/o
2) linear cable networks (MSNBC, CNBC, Golf, USA Networks, etc.) -- sal…↗
Dec 10
Colin King — $VSNT cable network spin
2025E EBITDA $2.15bn (-10%)
2026E EBITDA $1.85-2bn (-7-14%)
Net debt $2.25bn
At 4-5x = $7.4-10bn EV or $5.15-7.75bn equity value
3.6bn CMCSA shares = $…↗
Dec 6
Colin King — Thinking of buying $CMCSA $CNK in the wake of the WBD transaction…
November 2025 · 3 mentions
Nov 21
Raging Capital Ventures — John Malone on CNBC today essentially argued for why $CMCSA and $CHTR should cut back on buybacks and capex while ramping shareholder dividends — specifically noting that $VZ trade…↗
Nov 10
Alex Morris (TSOH Investment Research) — Today's TSOH Investment Research
"A Transformational Moment" $CMCSA $CHTR
Thank you to @FrancoOlivera for his feedback!
https://t.co/TsBk4h5Nqv https://t.co/awbqJ6SHSd↗
Raging Capital Ventures — None of this is new news or surprising at $CMCSA, and no one wanted to be long the stock in front of it.
I think we're close to getting washed out here and I wouldn't be surpris…↗
Oct 30
Raging Capital Ventures — OK, I’m embarrassed, but I bought a bunch of $CMCSA today sub $29. Let’s get that window open and the stock buybacks on full gear!↗
Oct 28
Raging Capital Ventures — A $CMCSA bid for $WBD could unlock value at Comcast by forcing a NBC/Peacock spin.
These media assets deserve a big premium to $CMCSA’s ~5.5x EBITDA multiple, and synergies should…
September 2025 · 2 mentions
Sep 22
Colin King — Some cheap bigger caps trading at 4-6% dividend yields:
$MO
$TGT
$TAP
$HRL
$KEY
$CVX
$HPQ
$SWK
$KVUE
$AMCR
$CMCSA↗
Sep 7
Alex Morris (TSOH Investment Research) — Interesting comment this week from $CMCSA CFO Jason Armstrong:
"I think what has been a little bit of a surprise has been the durability of fixed wireless (FWA)... They've talked…↗
July 2025 · 1 mention
Jul 7
Alex Morris (TSOH Investment Research) — "While a merger between $PARA, $CMCSA, and $WBD could in theory help narrow the scale gap with $NFLX, the real challenge lies in geographic redundancy and a lack of global diversif…↗
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Raging Capital Ventures — $CMCSA has shown some signs of life, particularly after adding back the value of the $VSNT spin. I am peeling off some of these long-dated calls but am not touching the large comm…↗
Jan 14
Colin King — 2) $VSNT hammered post-spin from $CMCSA... consensus view is a BK melting ice cube, but plenty of cash will get deployed before (or if) that happens
https://t.co/chnRiLOhR4↗
Raging Capital Ventures — $WBD worked out quite nicely over the past two or so years, although I was a little too quick to hedge out a lot of my position in the high teens.
Focused on $CMCSA now, been buy…↗
Alex Morris (TSOH Investment Research) — Comcast co-CEO Mike Cavanagh (from May 2021): "Hear me loud and clear: we like the hand we have, and M&A is not an answer." $CMCSA https://t.co/WzdjTas9Yu↗
Oct 10
Colin King — $CMCSA
Versant spin docs filed (timing is yearend 2025). It will almost certainly get a "melting ice cube" multiple.
1) Revenue declining at 5%
2) EBITDA declining 8%
3) Subs de…↗
Oct 9
Alex Morris (TSOH Investment Research) — Over the past five years (FY20 - FY24), $CMCSA repurchased ~$37 billion of stock at an average cost of ~$42 per share (used ~60% of its FCF)↗