Group 1 - Comcast Corporation (NASDAQ:CMCSA) is considered a promising stock under $100, with Scotiabank analyst Maher Yaghi raising the price target to $45.50 from $45 while maintaining a Sector Perform rating [1] - In Q2, Comcast reported $4.5 billion in free cash flow and a 3% increase in adjusted EPS to $1.25, supported by a 2% year-over-year revenue growth [2] - The company's core growth businesses, which include broadband, wireless, business services, parks, streaming, and studios, account for approximately 60% of total revenue and are growing at a high single-digit rate [3] Group 2 - Management anticipates that the exposure to growth areas will increase to 70% over the next few years as Comcast aims to reaccelerate total revenue growth [3] - Comcast operates through various segments including Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks [4]

Industry Trend - The report highlights a trend of parents using Disney parks as an alternative educational environment, essentially "home-schooling" at Disney [1]

They are the Disney home-schoolers: parents who’ve swapped schoolbuses for monorails and now treat the parks as a classroom https://t.co/778mWFMh50 ...