Comcast: The Peacock’s True Colours


Use the podcast player below to listen to our discussion on Comcast and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 9 March 2023) Comcast is a bit like the love child of AT&T and Disney, with a traditional cable broadband business making most of the money that funds the management team’s adventures in the media industry. Reading back into the history of Universal Film and NBC shows just how significantly media has changed in the last few years, as for decades it was all about the initial growth of TV and radio. Steeped in history, Comcast’s [...]