Comcast Corporation
(CMCSA)
Comcast Breaks Itself in Two, and the Conglomerate Discount Finally Gets Its Catalyst
The market spent two years treating Comcast as a structurally challenged broadband utility with a fading media albatross stapled to it, and priced it accordingly. The separation of NBCUniversal and Sky directly attacks that framing by letting a cash-rich, under-cross-sold conn...
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