Blindspot Value @blindspotvalue
Deep value, special situations, and cyclical inflections investor/researcher. Not financial advice. https://t.co/2hPw7CJnvP Joined June 2026-
Tweets35
-
Followers8
-
Following83
-
Likes5
TL;DR: Irreplaceable asset + AI demand inflection + fixed balance sheet, priced as a melting ice cube. $8 today, $17 base case, $25-44 if it re-rates. Full write-up on my substack: blindspotvalue.substack.com/p/lumen-techno…
0
0
0
28
0
View Details
Risks I take seriously: pricing pressure, legacy outrunning strategic, execution/CAPEX.
The market is pricing $LUMN as a dying telecom. It owns the premier U.S. long haul fiber network - and it’s becoming the physical backbone for AI data movement. Stock is at ~$8. I think it is worth $17 base case, $25-44 if it re-rates.
@CapitalFang How do you think about upside here?
@leevalueroach Still like it vs 3 months ago?
@bjmtweets Great post! Maybe not exactly the same as offshore oil rigs…. but the same principles!
What breaks $MU? Anything we can learn from past memory/capital cycles?
@valuedontlie What do you think napkin math upside is over next 2-3 years? I’ve done homework on $CCSI but not here..
$AMR looking more interesting down here?
@oguzerkan I’ve always found the valuation vs $WMt and $COST interesting…
@StockMarketNerd $UBER is super cheap. Interesting sum-of-the-parts imples value for US mobility. Hard to disprove bear thesis today though.. will likely take incremental AV data points going the right way.
@BuffDawgg How high is your conviction level vs initial write-up? Interested in this name but I’m used to looking at names with the opposite LTM stock chart!
The Deep Value Invest... @Deepicevaluex
22 Followers 440 Following Value Investor, Stocks Analyst, Deep Company Research, Student of the game
Tradezentient @tradezentient
30 Followers 258 Following FOLLOW FOR DAILY STOCK MARKET RESEARCH REPORTS Generated via Tradezentient AI. Describe your idea in plain English. https://t.co/fmAohjXgOP
John Smith @junkmailmidwest
0 Followers 131 Following
Timothy @TimothyBuffett
1K Followers 3K Following The Psychology of Human Misjudgment There are no solutions, only tradeoffs Information without context is falsely empowering
DDinDallas @chip_saye
126 Followers 998 Following
Clark Square Capital @ClarkSquareCap
32K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://t.co/gSuNfoKeyR | https://t.co/4I0vL2hgLj
MadTalkies @Madtalkies
17 Followers 35 Following Investor. Critical Thinker. Permanent Student of Life.
Arborator Capital Res... @AC__research
575 Followers 1 Following 🌍 Global Small Caps 📈 Compounders & Special Situations 🔎 Deep Fundamental Research 🎯 Targeting 20%+ 🏆Early: $BE $MP $NBIS $ELS.AX $XTB.WA $EQR.AX $212A.T
MOI Global @manualofideas
30K Followers 3K Following Through invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning.
Restructuring__ @Restructuring__
50K Followers 527 Following Founder of Pari Passu, research firm that provides all-encompassing coverage of the most consequential restructuring transactions. Join our free email list!
Tiny Stock Ninja @tinystockninja
5K Followers 348 Following Highly concentrated microcap investor focused on profitable, US-listed microcaps run by management teams with skin in the game.
TheOracleOfOslo @BuffDawgg
1K Followers 161 Following «All of humanity’s problems stem from man’s inability to sit quietly in a room alone» | Value | Special Sits | Global Equities | 23
marginofdanger @marginofdanger
7K Followers 119 Following Sharing my personal views, not investment advice. Please do your own work.
Pernas Research @pernasresearch
15K Followers 404 Following Ex investment officer of a 3.5B firm | USAF 🇺🇸 | Add your email to https://t.co/0QX5aQAA3E to receive our research | Stock Ideas & Investing
Mikro Kap David @david_katunaric
19K Followers 634 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
Dalius - Special Sits @InvestSpecial
35K Followers 289 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +770% since 2017.
waterboy @waterboystocks
4K Followers 670 Following Notes and portfolio updates -- https://t.co/iYGeMSiyvA
Deep Value Investing @DeepIceValue
17K Followers 522 Following Value Investor, Stocks Analyst, Deep Company Research, Student of the game
Brian McCormick @bjmtweets
6K Followers 197 Following Investment research. Former founder/operator in digital media.
Mr Deep-Value @mr_deepvalue
8K Followers 155 Following I help you find cheap stocks to beat the market.
Invest Like the Best @InvestLikeBest
36K Followers 132 Following Conversations with the world's best investors, founders & domain experts / hosted by @patrick_oshag / part of @colossusmag
Yellowbrick Investing @joinyellowbrick
29K Followers 96 Following The best source of market-beating stock pitches in the world at https://t.co/TnE1hsXWqj
John Huber @JohnHuber72
49K Followers 1K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
FRAGMENTS Value @FragmentsValue
165 Followers 273 Following “Deep value investor✦ $1-for-50¢ opportunities ✦ Cycles, catalysts, conviction ✦ FRAGMENTS” #Fragments
Five Points Capital @fivepointscap
3K Followers 1K Following Concentrated value investor. Not investment advice. | StockAnalysis Affiliate. Use code FIVEPOINTS for 10% off | https://t.co/bH36OhOpdt
Scuttlebutt Investor @Scuttlebutt_Inv
10K Followers 378 Following Value Investor passionate about logically and creatively dissecting businesses to identify the source and sustainability of competitive advantage
Fintwit @fintwit
182K Followers 1K Following
SharpeShark @SharpeShark
2K Followers 335 Following Idea guy. Not selling any products or services. Never go full macro, never go full micro.
smallvalue. @dipinvest
7K Followers 357 Following Learning from folk smarter than me. Investing in small and/or micro-cap. Concentrated portfolio. Tweets are not investment advice.
taobanker @taobanker
13K Followers 7K Following
Andrew Walker @AndrewRangeley
37K Followers 803 Following Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.
Dylan Marrello @ragingbullcap
11K Followers 516 Following Portfolio Manager. https://t.co/xK2tMjcHTo
MadTalkies @Madtalkies
17 Followers 35 Following Investor. Critical Thinker. Permanent Student of Life.
Capital Employed @capitalemployed
7K Followers 3K Following Fund manager interviews, stock pitches, fund letters / by @ksmetrics
Deep Sail Capital @DeepSailCapital
57K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected] Shorts & Squeeze Corner: https://shortscorner.substack
Kristinn Sævar Magn�... @kristinnsms
641 Followers 492 Following Investing in high quality long term compounders along with investments in digital assets.
Special Situations Di... @specsitsdigest
2K Followers 532 Following A structured weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 30+ markets. By @clarksquarecap
Colin King @valuedontlie
12K Followers 901 Following All value. No advice | Stock Newsletter https://t.co/9pEi00XIOe | all write-ups https://t.co/x5vF9ws8qv | HoldCo https://t.co/SMAxPD6QVx
Hugo Navarro @HugoNavarroPer2
11K Followers 62 Following PM and writer of Undervalued and undercovered. https://t.co/Z8gNyWJt5M
Rayfinkle @6d617474
795 Followers 369 Following Investor in private tech and unloved public companies. Former credit investor and CFO. Not advice / dyodd. https://t.co/0BnQjjesQp
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Brandon Beylo @marketplunger1
111K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
crossdefault @crossdefault
10K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Prepared Remarks @P_Remarks
33K Followers 944 Following
Daniel S. Loeb @DanielSLoeb1
178K Followers 2K Following Investor in public and private equity and credit securities. Sometime purveyor of dad humor.
Yaron Naymark @1MainCapital
34K Followers 651 Following Tweets are informational only, never investment advice.
junkbondinvestor @junkbondinvest
49K Followers 1K Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
Avram Fisher @longcastadviser
7K Followers 408 Following Founder and Portfolio Manager of Long Cast Advisers. Former sell side analyst and PI. Building wealth via small cap investing. Email: [email protected]Trends for United States
You might like
Elon Musk
@elonmusk
240.6M Followers
Barack Obama
@BarackObama
119.2M Followers
Donald J. Trump
@realDonaldTrump
111.7M Followers
Cristiano Ronaldo
@Cristiano
110.5M Followers
Rihanna
@rihanna
97.6M Followers
NASA
@NASA
92.2M Followers
Justin Bieber
@justinbieber
90.9M Followers
Taylor Swift
@taylorswift13
81.4M Followers
Lady Gaga
@ladygaga
73.0M Followers
Virat Kohli
@imVkohli
69.8M Followers
Kim Kardashian
@KimKardashian
69.8M Followers
YouTube
@YouTube
68.7M Followers
Bill Gates
@BillGates
63.9M Followers
Neymar Jr
@neymarjr
62.5M Followers
CNN
@CNN
61.9M Followers
X
@X
60.8M Followers
Selena Gomez
@selenagomez
60.7M Followers
CNN Breaking News
@cnnbrk
59.9M Followers
PMO India
@PMOIndia
58.4M Followers
The New York Times
@nytimes
53.6M Followers