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Media Stocks Midyear Assessment

Strictly Business

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Comcast's Long-Term Performance

If Biden loses next year, the floodgates of M&A are going to open like nothing we have ever seen before. Comcast is another one of these companies that is really betwixt in between in terms of its core businesses undergoing a lot of shift. It's still outperforming the broader market, not by a huge margin, but it is. And I think especially with the continued cord cutting acceleration, Comcast is not going to be immune.

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