CMCSA

"I will not make the calculation for Comcast because I made for Charter and the situation is the same. So, if it grows, then yes, the intrinsic value is three times the stock price. Same with Comcast."

"Let's see what the debt market is saying. These are the notes issued by Comcast."

"Comcast perhaps is longer term, same outcome, negative as Charter, but less upside on the positive if things go well. Because Charter has half of the revenues, a little bit less, but equal debt. That is the problem with Charter, and that is why it is so worse than Comcast."

"Consolidated results. They had one, two billion growth because of the Olympics, NFL, things like that. But earnings per share are deteriorating, EBITDA is deteriorating a little bit."

"This is for Charter, the same applies for Comcast. By the way, you can download this. You have a template here. You can copy it, you can put in Comcast's numbers."

"And immediately we see there is a 60% decline in the stock price, does a deteriorating stock price, but if you look at the numbers here, the P/E ratio is crazy, below five, and the dividend yield also looks good at 5.74%."

"But let me compare that to Comcast. They have 47 million residential customers, broadband, this and that. Their revenues are 120 billion. They make around $876 per year per customer."

"Let's start immediately with charter communications. I have put it into the bad situation because of its huge debt pile. However, you have to counter that with the free cash flows 20%, they can buy back the whole company in a few years. That should push the stock higher even if it goes bankrupt in the next 5 to 10 years."