top of page
Capital Executive LLC
CenturyLink (LUMN)
Investment Thesis
LUMN has a great asset (fiber) in the current market. It serves the backbone of the internet - efficiently connecting the enterprise and the consumer.
So, how does the LUMN organization maximize the market value of this great asset?
Since the CEO assumed his leadership role, the market value of LUMN has declined by 46%, yet Governance rewards the CEO for destroying shareholder value with a compensation package that exceeds most of his peer group. Relative Performance?
Research
Date
Price
MktCap
bottom of page