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Simple Draft — Comcast Idea 1–5 (3.5)

If I'm wrong, you end up owning a shark that will use every tactic under the sun to grow; if I'm right, this company doubles.

Disclaimer!! Everything I write is for my use only, this is used purely as AMG’s thought process and nothing else.

Update 6/29/2021 — Stock is up 47% but in this market, you can't be wrong. 1) Xfinity mobile is positive as expected 2) I was wrong on the theme park front for 2021 3) Peacock is in overdrive mode.

Performance:

A) 13.25% increase in Revenue

B) 12.89% increase…


“What has always made the state a hell on earth has been precisely that man has tried to make it his heaven” (Friedrich Hölderlin).

The one question I tend to always get, is what do you want to do in Finance? This question, however, is quite challenging to answer. In Finance, it’s critical you have the ability to change your mind, which allows you to grow and develop. With that said, and at the risk of sounding arrogant, I decided to write down my ideas for an investment fund. If merely to look back at it, and see the change…


The Birds Eye View

“Economists who adhere to rational-expectations models of the world will never admit it, but a lot of what happens in markets is driven by pure stupidity — or, rather, inattention, misinformation about fundamentals, and an exaggerated focus on currently circulating stories.” (Robert J. Shiller)

Psychological insights have proliferated across almost every aspect of business, whether it is explicit or implicit; on a macro or micro level. Both financial institutions and economists, however, have lagged behind in utilizing these actionable insights to their full potential. They fail to account for any of the psychological biases that affect…

AMG

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