Podcast: Why Ron Nussbaum sees value in Comcast’s (CMCSA) breakup
Podcast: Why Ron Nussbaum Sees Value in Comcast's (CMCSA) Breakup I recently had the opportunity to speak with Ron Nussbaum of Maverick Value about his high conviction investment thesis on Comcast (CMCSA). Comcast just announced it's breaking up and will spin-off NBC Universal within 12 months. Ron believes this spin-off will crystallize value. I [...]