Rational Investing

	Total Market Capitalization of All Firms	$346,199 mm
	Average Market Capitalization	$49,457 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.0
	Standard Deviation of MM Ratio	0.5
	Average Beta	1.2
	Average EV To Revenue	2.4
	Average EV To EBITDAM	13.3
	Average Price To Free Cash Flow	9.0

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
DISH	Dish Network Corp	1.99	14,465	2.3	12.0	15.0	-2	1.6	Mar 20
CMCSA	Comcast Corp	1.04	178,329	2.6	12.1	12.1	3	1.1	Mar 20
0880.HK	SJM Holdings Limited	0.94	6,182	0.6	8.5	30	4	1.2	Dec 19
CHTR	Charter Communications Inc	0.80	119,277	4.1	17.9	12.7	5	1.0	Mar 20
AMCX	AMC Networks Inc	0.68	1,327	1.5	3.6	7.4	-2	1.1	Mar 20
DISCA	Discovery Holding Co.	0.62	10,105	2.3	5.0	6.2	1	1.1	Mar 20
LBTYK	Liberty Global Inc.	0.61	16,516	3.5	3.9	9.6	0	1.2	Mar 20