Yet Another Value Blog

Yet Another Value Blog

Share this post

Yet Another Value Blog
Yet Another Value Blog
Buying a (premium) telecom disaster
Copy link
Facebook
Email
Notes
More

Buying a (premium) telecom disaster

Nov 20, 2023
∙ Paid
13

Share this post

Yet Another Value Blog
Yet Another Value Blog
Buying a (premium) telecom disaster
Copy link
Facebook
Email
Notes
More
5
1
Share

Long time (premium) subs will remember one of my first recs (way back in the dark days of COVID) was the cable overbuilder WOW. The pitch was simple: WOW was way too cheap (trading at ~6.5x EBITDA an…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Andrew Walker
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More