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

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.

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Betting against a powerhouse like Comcast can be frustrating, Boardman Bay manager says; Comcast says quarter was "really strong"

Shorting a traditional powerhouse legacy business that is in the throes of a generational transformation...