Streaming Wars And The Future Of CMCSA

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Streaming Wars And The Future Of CMCSA. Here’s an excerpt from the episode:Q3 2020 hedge fund letters, conferences and moreStreaming Wars And The Future Of CMCSATobias: What’s your topic segue onto the– Who does this hurt? So, if Netflix and Disney both win, who gets bloodied in this?Bill: I don’t know. I think Comcast Corporation (NASDAQ:CMCSA) is really stuck in the middle here. As a shareholder, it makes me not thrilled about the choices that I think they may face and how they may respond…

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