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David Klein
Aug 19, 20212 min read
What Might Leverage Neutral For LUMN Look Like
It's anyone's guesstimate how management will allocate the capital from the transactions (see links below). Why? Because they are not...
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David Klein
Mar 25, 20211 min read
Lumen Technologies Gross Margin - What's Wrong With This Picture.
During the integration phase of CenturyLink and Level 3 Communications (now Lumen) part of the focus was cutting unprofitable revenue....
190 views0 comments
David Klein
Mar 16, 20212 min read
Is Lumen Technologies Creating Or Destroying Value?
Are the investments Lumen (LUMN) is making creating value or destroying value? One way to get a feel for this is to compare ROIC (Return...
374 views1 comment
David Klein
Oct 1, 20202 min read
How Safe Is Lumen's Dividend?
One way to measure the safety of the dividend is to look at revenue at risk. Revenue segments at risk and TTM (trailing twelve month)...
589 views5 comments
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