Comcast

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...

Trian Partners Discloses A 0.4% Stake In Comcast

The reform of proxy voting adviser regulations by the Securities and Exchange Commission (SEC) may have failed to meet the highest hopes or worst fears of those interested in their implementation, but changes to the submissions requirements for shareholder proposals have proved every bit as radical as promised.Q2 2020 hedge fund letters, conferences and moreThe Tiered Submission ThresholdOn Wednesday, America’s financial market regulator voted along party lines to introduce a tiered submission threshold ranging from a minimum $2,000 market value for investors who have held the stock for at lea...