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  T Mobile's Hidden Inflection Point Is Ignored by the Street

  Published: March 13, 2015

  TMUSTVZS

  The wireless space, in short, is very competitive, with low overall growth rates, and significant CapEx needs – upgrades to the system / spectrum purchases. Furthermore, over the past couple of years the industry has gone from effectively a dominant two player (T & VZ) market to a viable four pla...

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  Long-Forgotten Vonage Has 65% Upside

  Published: June 20, 2013

  VGVZNTS

  I looked at the upside and downside in a bunch of different ways. On a DCF basis, gets you to $3.49, excluding NOLs of ~$0.73. Upside feels like ~$4.76 using my 2014 EBITDA estimate, peers’ avg 2014E EV/EBITDA multiple of 6.1x, including NOLs of $0.73. Downside feels like ~$2 using the lowest EBI...

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