Great write up, I’m a big fan of cable / fiber companies rn given the disconnect between public vs private valuations. Have you looked in to Frontier Communications? They recently emerged from bankruptcy and seem like an interesting deep value play.
Great write up, I’m a big fan of cable / fiber companies rn given the disconnect between public vs private valuations. Have you looked in to Frontier Communications? They recently emerged from bankruptcy and seem like an interesting deep value play.
Great write up, I’m a big fan of cable / fiber companies rn given the disconnect between public vs private valuations. Have you looked in to Frontier Communications? They recently emerged from bankruptcy and seem like an interesting deep value play.