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…
Boardman Bay Sees Combination Of Apple, AT&T, Disney And DirecTV Crushing Comcast
Mark Melin
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.