CMCSA Archives - St. James Investment Company

Comcast Corporation (CMCSA)

June 19, 2024

Comcast is a global media, entertainment, technology, and telecom company that generated $122 billion in revenue and $29 billion in operating cash flow in 2023 from two main segments: Connectivity & Platforms (65% of revenue with 38.4% operating margins), with the domestic and international cable businesses (broadband, video, wireless), and Content & Experiences (35% of … Read more

Core Equity Portfolio Update: 15-May-2020

May 12, 2021May 20, 2020

With the enormous price volatility experienced in the stock market over the past several months, we made several changes to the core equity portfolio. Before we review some of these changes, we believe that a simple investment framework will help understand our logic, beginning with Benjamin Graham’s definition of investing: “An investment operation is one … Read more

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