Boardman Bay Sees Combination Of Apple, AT&T, Disney And DirecTV Crushing Comcast

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Mark Melin
Published on
Updated on

Boardman Bay Capital’s Will Graves looks at Comcast Corporation and sees an emperor without clothes. In the wake of the cable and entertainment goliath’s recent earnings announcement – losing 125,000 subscribers, but reporting earnings slightly above estimates – Boardman Bay Capital sees a trend that is part of a long-term short that could be the opportunity of a generation. Comcast’s Chairman and CEO Brian Roberts, however, believes his company’s diversified product structure will prevail and views the subscription losses as a bump on the road. [timeless] Betting against a powerhouse like Comcast can be frustrating, Boardman Bay manager says; Comcast…

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.