Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Comcast Corp (CMCSA)
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.
A quick look at the price chart below shows us that the stock is down 6.58% in the past twelve months.
Source: Google Finance
(Shares)
Jean-Marie Eveillard – 31,831,644
Steve Romick – 10,818,009
Cliff Asness – 8,722,620
Israel Englander – 6,752,247
Steve Cohen – 5,740,384
Ken Griffin – 3,231,342
Tom Russo – 3,064,822
Ray Dalio – 1,744,075
Donald Yacktman – 1,421,000
Tom Gayner – 1,081,241
Joel Greenblatt – 322,020
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