Journeys Through Value Investing

The speakers share their personal experiences in investing and the significance of value investing, reflecting on their time at the Berkshire Hathaway annual meeting. They discuss the importance of community, the evolution of the podcast, and the introduction of new perspectives while maintaining the essence of the show.

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On today’s show we speak to Ben Claremon and Eugene Robin from Cove Street Capital about the intrinsic value of Lumen. Lumen Technology is a new name for a merged entity between Level 3 and CenturyLink.

We discuss how Level 3 holds the hidden upside value while only being one-third of the new entity, and CenturyLink's dying business model is distracting the market attention. Ben and Eugene make a great case for why there may be a special situation between the two right around the corner that could be a catalyst for the stock price to soar.

*The opinions expressed herein are those of Cove Street Capital, LLC and are subject to change without notice. Past performance is not a guarantee or indicator of future results. Consider the investment objectives, risks and expenses before investing.

**The information in this presentation should not be considered as a recommendation to buy or sell any particular security and should not be considered as investment advice of any kind. You should not assume that the security discussed in this report is or will be profitable, or references we make in the future will be profitable or equal the performance of the security discussed in this presentation. The report is based on data obtained from sources believed to be reliable but is not guaranteed as being accurate and does not purport to be a complete summary of the available data.

IN THIS EPISODE, YOU'LL LEARN:

How to analyze the dynamics of a merger
How to evaluate the debt burden of a company
How to value a special situation
What is the intrinsic value of Lumen

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Cove Street Capital, LLC is a registered investment adviser. More information about them is located in their ADV Part 2, located on their website or upon request
Learn more about Cove Street Capital
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