This transaction will create a world-class blue chip company committed to innovation,” said Comcast CEO Brian Roberts in a February 13 conference call announcing the Time Warner Cable deal. In particular, Comcast’s cloud-based
they will pay more to Comcast ( CMCSK ) for high-speed access. It sounds like the mirror on the wall is working in Brian Roberts ’s office. The last thing we’d like to mention with regards to strong competitive advantage and wide moats
Comcast has proven its ability to manage a large cable company. While adding Disney to the fold would certainly challenge management's capabilities, we think the firm and its leaders, Brian Roberts and Steve Burke, are up to the task.
premium to what we think the shares are worth. Additionally, management of the Disney assets would shift to Comcast's Brian Roberts and Steve Burke, whom we respect a great deal. Disney's directors should fully be on board for this deal, as it