We Study Billionaires - The Investors Podcast

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 securit