No. of Recommendations: 3
lumen has the distinction of being among my largest tax-loss harvest sales.
it was quite the value favorite among the few remaining value shops, all who abandoned (except maybe front street cap?).
one item i never really thought was addressed...
a lot of revenue\profit value was once in the final hundreds of yards of premium fiber to corporate office space pre-cloud transition.
but the work from home presumably disrupted this, as employees were primarily connecting to data centers, and not much use of those last hundred yards to their (former) corporate office space.
(sure, this may be some local office service activity, but how much? maybe at the small corporation level.)
so now the pivot is to those hundreds (thousands?) of small data hubs, as where future value may lie.
