Eugene Robin
Partner at Cove Street Capital, provides insights into Lumen's financial structure and future.
Best podcasts with Eugene Robin
Ranked by the Snipd community
Jul 16, 2021 • 1h 10min
TIP361: The Race for Space w/ Ben Claremon & Eugene Robin
Join Ben Claremon and Eugene Robin from Cove Street Capital as they dive into the intense competition in the satellite broadband field. Claremon highlights how Viasat may be undervalued compared to its rival, SpaceX's Starlink. The duo examines Viasat's robust government contracts and upcoming technologies poised to reshape connectivity, especially in underserved regions. They also discuss exciting innovations like potential Starlink integrations with Tesla. Tune in for insights on the future of space and investment strategies!
Dec 6, 2020 • 1h 13min
TIP326: Intrinsic Value of Lumen with Ben Claremon and Eugene Robin (Business Podcast)
Ben Claremon and Eugene Robin from Cove Street Capital dive into the complex world of Lumen Technologies, born from the merger of Level 3 and CenturyLink. They argue that the undervalued Level 3 holds significant hidden potential, while the outdated CenturyLink model distracts investors. The duo also discusses the declining traditional phone service market, Lumen's strategic position in the telecommunications sector, and the financial implications of their merger. With insights on intrinsic value and market dynamics, they offer a fresh perspective on Lumen's future.
