Rational Investing

	Total Market Capitalization of All Firms	$425,709 mm
	Average Market Capitalization	$60,816 mm
	Average Market to Model Ratio Weighted by Log of Market Cap	1.2
	Standard Deviation of MM Ratio	0.3
	Average Beta	1.3
	Average EV To Revenue	3.0
	Average EV To EBITDAM	16.3
	Average Price To Free Cash Flow	15.9

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	1.66	17,360	2.2	33.1	24.5	12	1.9	Sep 20
AMCX	AMC Networks Inc	1.36	2,389	1.9	5.4	7.3	-8	1.3	Sep 20
DISCA	Discovery Holding Co.	1.31	19,296	3.2	9.5	8.7	-4	1.5	Sep 20
LBTYK	Liberty Global Inc.	1.11	18,035	3.9	10.6	15.2	2	1.2	Sep 20
0880.HK	SJM Holdings Limited	1.05	6,150	2.3	8.4	30	-20	1.1	Jun 20
CHTR	Charter Communications Inc	0.89	141,486	4.5	26.9	13.5	6	1.0	Sep 20
CMCSA	Comcast Corp	0.87	220,994	3.0	17.1	15.1	1	1.0	Sep 20