Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

Analysis on GARP with strong economic moats

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

GARP with strong economic moats

Equity Bottom-Up

<ul>
<li>Lumen with a Buy Rating: Anticipating Near-Term Rally. Lumen's new CEO Brings a Track Record of Growth.</li>
<li>The company's focus is on Fuel Core Business Development.</li>
<li>Lumens' new CEO has a track record of growth and a track Record of growth for the company.</li>
</ul>


Lumen with a Buy Rating: Anticipating Near-Term Rally. Lumen's new CEO Brings a Track Record of Growth.
The company's focus is on Fuel Core Business Development.
Lumens' new CEO has a track record of growth and a track Record of growth for the company.


Lumen Technologies Turnaround: Navigating The Risk For A Great Potential Reward

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Credit

<ul><li>Lumen Technologies is a big player in the facilities-based technology and communications domain.</li><li>The customer experience offered by them continues to improve, driven by the company’s very high NPS as well as customer e-scores for both the upper end of the company’s customer base and Quantum Fiber.</li><li>Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.</li></ul>

Lumen Technologies is a big player in the facilities-based technology and communications domain.The customer experience offered by them continues to improve, driven by the company’s very high NPS as well as customer e-scores for both the upper end of the company’s customer base and Quantum Fiber.Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.

Lumen Technologies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on Lumen Technologies, one of the major facilities-based technology and communications companies in the world.</li><li>During the quarter, 31,000 Quantum Fiber customers were added.</li><li>Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.</li></ul>

This is our first report on Lumen Technologies, one of the major facilities-based technology and communications companies in the world.During the quarter, 31,000 Quantum Fiber customers were added.Apart from that, Lumen Technologies has been expanding its premier residential as well as Quantum Fiber aggressively in over 30 cities and metro areas.

Lumen Technologies Inc.: Initiation of Coverage – Expansion Of Quantum Fiber & Other Drivers

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Event-Driven

CenturyLink, the rural telecom operator based in Monroe, Louisiana, may have to settle on a lower price than it expected for its data centers, a sector executive and two investment bankers told <a href="http://ctfn.news" target="_blank">CTFN</a>.CenturyLink had hoped to fetch 12.5x EBITDA for its data center business, the multiple that Windstream received when its sold TierPoint, its data center operations, for $575 million in October, the first banker and the sector executive said.But no lead bidder has emerged for CenturyLink’s data…

CenturyLink, the rural telecom operator based in Monroe, Louisiana, may have to settle on a lower price than it expected for its data centers, a sector executive and two investment bankers told CTFN.CenturyLink had hoped to fetch 12.5x EBITDA for its data center business, the multiple that Windstream received when its sold TierPoint, its data center operations, for $575 million in October, the first banker and the sector executive said.But no lead bidder has emerged for CenturyLink’s data…

CenturyLink Confronts Lower Price for Data Centers

CenturyLink has retained Wells Fargo as financial advisers to assist in exploring alternatives for the company's data center business, two sources familiar with the matter describe for&nbsp;CTFN. &nbsp;Books should be available in early December.

CenturyLink has retained Wells Fargo as financial advisers to assist in exploring alternatives for the company's data center business, two sources familiar with the matter describe for&nbsp;CTFN. &nbsp;Books should be available in early December.

CenturyLink Retained Wells Fargo to Sell Data Centers

United States

Lumen Technologies, Inc. provides digital solutions for home and business premises. The Company offers communications, network security, cloud solutions, voice, and managed services. Lumen Technologies serves customers worldwide.

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Lumen Technologies (LUMN US)

Lumen Technologies Turnaround: Navigating The Risk For A Great Potential Reward

Lumen with a Buy Rating: Anticipating Near-Term Rally. Lumen's new CEO Brings a Track Record of Growth. The company's focus is on Fuel Core...

Moat Investing

Lumen Technologies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Lumen Technologies is a big player in the facilities-based technology and communications domain. The customer experience offered by them continues...

Baptista Research

Lumen Technologies Inc.: Initiation of Coverage – Expansion Of Quantum Fiber & Other Drivers

This is our first report on Lumen Technologies, one of the major facilities-based technology and communications companies in the world. During the...

Baptista Research

CenturyLink Confronts Lower Price for Data Centers

CenturyLink, the rural telecom operator based in Monroe, Louisiana, may have to settle on a lower price than it expected for its data centers, a...

CTFN

CenturyLink Retained Wells Fargo to Sell Data Centers

CenturyLink has retained Wells Fargo as financial advisers to assist in exploring alternatives for the company's data center business, two sources...

CTFN

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