Research
Communication Services
lf0’s Communication Services hub collects every equity research note on telecom and connectivity companies, where subscriber economics, capital intensity, and balance-sheet leverage drive the investment case more than any single quarter. Coverage in this sector currently includes Verizon Communications (VZ). lf0 revisits this name periodically as wireless competition, debt-paydown progress, and free-cash-flow trends reshape the investment case, so the company’s archive is organized chronologically rather than as a single static snapshot.





The Scorecard: 3 Month Update: TTWO Sell — Correct so far
Revisiting our Sell call on TTWO: entry $247.62, latest $201.28, -18.7%.
The Scorecard: 2 Month Update: SPHR Sell — Correct so far
Revisiting our Sell call on SPHR: entry $147.34, latest $110.44, -25.0%.
The Scorecard: 1 Month Update: CHTR Sell — Correct so far
Revisiting our Sell call on CHTR: entry $117.55, latest $108.61, -7.6%.
The Scorecard: 2 Month Update: GTN Sell — Correct so far
Revisiting our Sell call on GTN: entry $4.83, latest $4.48, -7.2%.
Lumen Technologies Stock Analysis: Buy or Sell? Valuation, Leverage & Revenue
Lumen Technologies (LUMN) is rated STRONG SELL as its 35.2% free-cash-flow yield is overshadowed by 5.2x net debt/EBITDA and shrinking revenue. The stock looks cheap…
T-Mobile US Stock Analysis: Buy or Sell? Valuation, Free Cash Flow & Leverage
T-Mobile US (TMUS) is rated hold as strong growth and cash generation are tempered by leverage and a valuation that already reflects much of the…
The Scorecard: 2 Month Update: TTWO Sell — Correct so far
Revisiting our Sell call on TTWO: entry $247.62, latest $201.44, -18.6%.
The Scorecard: 1 Month Update: SPHR Sell — Correct so far
Revisiting our Sell call on SPHR: entry $147.34, latest $141.13, -4.2%.
Charter Communications Stock Analysis: Buy or Sell? Leverage & FCF
Charter Communications (CHTR) is rated Sell as strong free cash flow is outweighed by heavy leverage and ongoing subscriber pressure. The stock looks cheap on…
The Scorecard: 1 Month Update: GTN Sell — Correct so far
Revisiting our Sell call on GTN: entry $4.83, latest $4.44, -8.1%.
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