3 ms·
Sounds like a good time to buy Comcast stock, and/or short Netflix stock. I'm no fan of Comcast (I've been trolling my city's building permit listings, drooling
by organsnyder 8y ago
Sounds like a good time to buy Comcast stock, and/or short Netflix stock. I'm no fan of Comcast (I've been trolling my city's building permit listings, drooling over the small fiber providers inching closer to my neighborhood), but they do still own a ton of physical infrastructure, as well as a massive IP library. Netflix has branding and momentum on their side, but they're also in a much more fragile position.
- bytematic 8y agoThat might make sense from a mathematical perspective but something still needs to drive the price up or down, fundamentals alone don't always.
- solarkraft 8y agoAll I know about Warren Buffet's investing is that he takes a lot of time to come up with a sane, realistic valuation of a company. It seems to have worked for him.