Search results for LUMN

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September 05, 2026

Eli Lilly and Company (LLY)

Eli Lilly Is Being Paid to Give Away Price, The Market Is Fixated on the Wrong Risk

At roughly 25x next year's consensus earnings for a business converting three-quarters of net income to cash and taking share on both sides of the Atlantic, Eli Lilly is mispriced to the upside — and the risk-reward has not turned, it has merely become less generous than it wa...

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August 31, 2026

Deckers Outdoor Corporation (DECK)

Deckers Outdoor's Shipping Calendar Is Being Priced as a Demand Break

The bull case needs nothing new — only that a brand posting 17% growth in its own channels, with inventory down 5% and a raised earnings guide, is not the brand that gets caught in someone else's clearance event.

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June 15, 2026

Lumen Technologies, Inc. (LUMN)

The Solvency Trade Is Over, The Execution Trade Has Just Begun

Lumen is no longer the same company that frightened credit analysts two years ago. Strip away the legacy CenturyLink copper businesses and what remains is an enterprise and wholesale network operator built around three things: a 340,000 route mile fiber backbone, a fast growin...

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