Barron's Streetwise

Butterbeer, Broadband, and the Box Office

Jan 3, 2025
Dive into the chaos of Comcast, dubbed America's most complicated company, as market analysts discuss its stock potential. Discover the paradox of Schrödinger's cat while exploring quantum computing's future. Laughter ensues over the musical 'Wicked' and its impact on leadership, revealing how founder CEOs may influence market success. The conversation bridges entertainment and serious finance, shedding light on the intertwining worlds of theme parks, streaming, and innovative technology.
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ANECDOTE

Dog Man vs. Wolfman

  • Two Universal movies with similar names, Dog Man and Wolfman, release in January.
  • Christopher Mims jokingly warns parents about accidentally taking children to the wrong movie.
INSIGHT

Comcast's Complexity

  • Christopher Mims argues Comcast is America's most complicated company, surpassing even GE's former complexity.
  • He points to its complex ticker symbol, CMCSA, as a starting point.
INSIGHT

Comcast's Share Structure

  • Comcast's dual-class share structure, with Class B shares controlled by the founding family, has seemingly limited stock gains.
  • The structure, while potentially protecting long-term thinkers, hasn't prevented stock decline.
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