The Formula is Working at Comcast

You would not know it from the constant headlines about cord cutting but things are going quite well at Comcast.  This is because the margins are not very good on cable video subscribers which are declining, while the margins are very good and getting better on broadband internet subscribers which are growing.  Also growing with […]

Facebook Sustains Growth Amid Controversies

Facebook (FB) reported largely inline results in 2Q19 reinforcing that the company has weathered the storm surrounding the privacy issues that have plagued the stock since mid-2018.  Revenue growth has decelerated and expenses are higher as management has signaled.  However, in both cases the actual results have been better than expected from an investor perspective.  […]