Telecoms

2023-03-09T00:24:51+02:00

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 [...]

AT&T: cash cow or value trap?

Magic Markets2022-06-21T19:22:00+02:00

Use the podcast player below to listen to our discussion on AT&T and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 27 April 2022) There are two types of telecoms companies in the world: the steady, boring ones that stick to their core businesses and the ones who try to be flashy. In an industry filled with regulation, competition and ongoing changes in technology, both types struggle to achieve attractive returns on capital. As always, it comes down to valuation. Investors are seeking yield and defensive plays in the current environment. AT&T's dividend yield is better than [...]

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