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$LUMN - Cigar butt or undervalued? I think mnmt. is riding copper assets to 0 while investing heavily, so the latter. Thesis:
- Edge assets may have pricing power
- Pick-ax & jeans to $ZM, $NFLX, etc.
- SE Asset Mnmt. activist, C19 SMB upside
Bot, add >200d #NotMoMo
- Edge assets may have pricing power
- Pick-ax & jeans to $ZM, $NFLX, etc.
- SE Asset Mnmt. activist, C19 SMB upside
Bot, add >200d #NotMoMo
Excellent thread by @NeckarValue on assets that Lumen now owns: Qwest, Level3 specifically. Will The consolidation find pricing power somewhere? Maybe it’s time.
Not exactly a toll road. Closer to a utility. A place to hide out with a call option on CDN & fiber to home.
Not exactly a toll road. Closer to a utility. A place to hide out with a call option on CDN & fiber to home.
#DataUtility add here, will close >200d, $LUMN. Needs to break out of the 2yr channel. Last time was a pump-fake.
Bandwidth is the new electricity. #yawn
Bandwidth is the new electricity. #yawn
