Your comment would be much better if you dropped everything but the second sentence (and maybe the first, to orient the reader), since that's where all the substance lies.

I cancelled Comcast but am still long on $CMCSA.

It's horseshit.

But, my upside can be donated to a school.

If you don't think customers matter, you're simply a bad investor, and you won't have any upside. (It really is that simple.)

This isn't a moral statement, just that you are unlikely to have upside. If you want to benefit schools, go ahead and donate, but becoming a stakeholder in a company that hates its customers and vice versa is unlikely to serve your stated goal, in my opinion.

You are absolutely right, but I think there are ways around it that Comcast and friends have figured out. Obviously carving out territories and sticking to your territory is a big one. No competition for what many consider a necessity. Imagine if the electric company did the same thing? What are you going to do? Live without power?

it's one thing to say they'll probably survive, and another thing to completely actively invest in it. I say actively because it's not like gp poster has it in their portfolio due to some mutual fund, etc. They actively bought it as a long position!

I can't believe 3 people downvoted this :) Customers who hate your guts is not a good formula for the medium term. (Long-term, companies can change - customers like Microsoft a lot more these days.)