Lumen Technologies: An Old School Value Investor’s Favorite
It’s been a few months since my last write up on Seeking Alpha. Since October 2020 I think. You can read the full thing on Seeking Alpha. They hold the rights. Below are just quick notes and I suggest to read the full thing to get the proper picture of the company and opportunity. Q1 2021 hedge fund letters, conferences and more Disclosure: I’m long Lumen Technologies Inc (NYSE:LUMN). I found out about Lumen Technologies through a Globe and Mail article discussing Francis Chou’s Stonetrust investments. Stonetrust Commercial is an insurance company in the U.S. and like most insurance companies ...