Lumen Technologies Inc (LUMN)

[KarlDieGlatze]

What has happened to The Brain Trust on InvestorVillage? They're grasping at straws and patting themselves on the back as though they are the smartest tools in the shed to ever latch onto a Storey that for 22 Years continues to DESTROY capital in the form of equity.

Here is a hint....GTT's infrastructure business is a poor comparison because much of it is NON TERRESTRIAL and consists of sub sea cables that are economically INFERIOR to the multiple CONDUIT DOMESTIC NETWORK in the U.S. that Lumen maintains.

Stated differently, sub sea fiber cables do not follow SILLYCONeconomics like terrestrial backbone networks do.

Maybe the EBITDA multiple is more correct at 20, making the equity value worth $136 per share including net debt of 32B.

Remember that I have valued this network at 100 PPS like I did Overstock.com more recently, and I don't expect to be wrong in the next few years!

However, Warren Buffett has already figured this out before The New Year rings loud and clear.