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Ken Leiserson Profile picture
Ken Leiserson
@kenserson
∞ Swaps, Biases, 🎒 :: ❤️ Teams, Builders, Investors. WayBack: https://t.co/39Lvu5kMRJ, https://t.co/6Fb4mby7jV, https://t.co/6o7Wpy87tD, Berkeley, #Thrasher
Dec 24, 2020 • 25 tweets • 8 min read
$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 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.