CFRA Analyst Amobi Says Don't Rule Out Comcast in Battle for Fox

The transcript discusses the competitive bidding war between Comcast and Disney for Fox assets. Disney appears to have an advantage in the regulatory process, offering a more attractive cash and stock deal compared to Comcast's all-cash bid. Comcast faces financial constraints, limiting its ability to increase its offer. The discussion also covers asset valuations, which are at near all-time highs, and the strategic importance of these assets for Comcast. The transcript concludes with an exploration of Comcast's future prospects and potential market opportunities.

What is the significance of the current valuations in the context of the acquisition?

What other assets could Comcast consider acquiring, and how do they compare to the Fox assets?