u/AllenLeftTheBLDNG

3 theses · first seen Oct 22, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$VZr/ValueInvestingStock Analysisbullish
u/AllenLeftTheBLDNG · 3h ago2 prior · awaiting results

Telecom is the ultimate hedge now

Verizon trades at single-digit PE and offers defensive cash flow in downturns as consumers prioritize connectivity. Even with margin pressure or subscriber losses already priced in, the company's established infrastructure moat makes it an attractive hedge against economic weakness.

Now $43.27as of Oct 21, 12:15 PM ET
original post →
$Tr/ValueInvestingStock Analysisbullish
u/AllenLeftTheBLDNG · 3h ago2 prior · awaiting results

Telecom is the ultimate hedge now

AT&T trades at single-digit PE and offers defensive cash flow in downturns as consumers prioritize connectivity. Even with margin pressure or subscriber losses already priced in, the company's established infrastructure moat makes it an attractive hedge against economic weakness.

Now $21.91as of Oct 21, 4:46 PM ET
original post →
$CMCSAr/ValueInvestingStock Analysisbullish
u/AllenLeftTheBLDNG · 3h ago2 prior · awaiting results

Telecom is the ultimate hedge now

Comcast trades at single-digit PE and offers defensive cash flow in downturns as consumers prioritize connectivity. Even with margin pressure or subscriber losses already priced in, the company's established infrastructure moat makes it an attractive hedge against economic weakness.

Now $22.848m ago
original post →

End of results.