External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehouses</li><li>Corning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduits</li><li>The author disagrees with this thesis for two reasons, which are not specified in the summary</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehousesCorning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduitsThe author disagrees with this thesis for two reasons, which are not specified in the summaryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lumen Technologies Inc (LUMN) - Friday, Aug 2, 2024

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

<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

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 Inc (LUMN) - Friday, Aug 2, 2024

Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data...

Value Investors Club (VIC)

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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