Trian announced its investment in Comcast Corporation (“Comcast”) on September 21, 2020.
Comcast is a global information technology company with three primary businesses: Comcast Cable, NBCUniversal and Sky Group. Each of Comcast’s businesses are leaders in their respective industries.
Trian believes Comcast’s stock is undervalued. Trian has begun what Trian believes are constructive discussions with Comcast’s management team and looks forward to continuing the dialogue.