Seeking Alpha
  • Philip Saglimbeni
    Adding lightly to my $DIS position here, still great long-term with the best content lineup in media
    6/3/13
    Reply (5)
    • James Sands: Been doing some peer review, and $DIS is at $6.2B v. $CMCSA $5B for media/film. Theme parks obviously don't compare.
      6/3/13
    • James Sands: The media/film is based on last Q1
      6/3/13
    • James Sands: Haven't gotten to $NWS or $TWX yet.
      6/3/13
    • Philip Saglimbeni: interesting, I looked at CMCSA a while back and their lineup didn't seem that impressive to me, NWS is interesting with the Sports programs
      6/3/13
    • Philip Saglimbeni: $TWX is 6.2 billion excluding publishing, so very similar among these big 3
      6/3/13