Rational Investing

	Total Market Capitalization of All Firms	$394,105 mm
	Average Market Capitalization	$56,301 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	0.7
	Standard Deviation of MM Ratio	0.2
	Average Beta	1.2
	Average EV To Revenue	3.0
	Average EV To EBITDAM	14.9
	Average Price To Free Cash Flow	9.1

Ticker	Company Name	Market To Model	Market Cap ($ mm)	EV to Revenue	Price To FCF	EV/EBITDAM	% Growth	Beta	As Of
0880.HK	SJM Holdings Limited	1.01	6,730	2.8	9.2	30	-39	1.2	Jun 20
CMCSA	Comcast Corp	0.82	207,423	3.1	13.9	13.6	-6	1.0	Jun 20
CHTR	Charter Communications Inc	0.79	137,558	4.6	18.5	13.6	4	1.1	Jun 20
DISCA	Discovery Holding Co.	0.79	11,191	2.7	5.0	16.3	-11	1.4	Jun 20
DISH	Dish Network Corp	0.79	14,980	2.3	8.7	13.2	-1	1.7	Jun 20
LBTYK	Liberty Global Inc.	0.56	14,878	3.8	5.6	11.4	-1	1.2	Jun 20
AMCX	AMC Networks Inc	0.39	1,344	1.7	2.8	5.9	-14	0.9	Jun 20