@Randomnamehere
Great analysis, although I think it is very conservative (personal opinion). The sale of WB is likely a tell of what management might have in mind. A refocus on core business and a clear path going forward. As debt gets repaid I see FCF being greater, and as they focus on the business at hand, we are likely to see the it become more stable and reliable, shining light on the value and mature company that AT&T is.
@edootero
Excelente and thank you. Can you evaluate to AMT or CCI? Bye!!
@piratexlife
“fearful when others are greedy, and greedy when others are fearful.” Warren Buffet… AT&T is currently burying a web of fiber optic (Infrastructure) all around the United States… Over time as technology advances AT&T Will Be a PowerHouse…🤑🤑🤑
@CarilonCapital
Debt is too crazy for me to sleep well at night! Free cash flow yield not the best
@jean-claudepayette3940
Due to the increase in interest rates and their substantial debt, there will likely be an effect on their forthcoming income statements - a significant area of concern. This explains the recent reduction of dividends and the decline in the stock price.
@frankp6319
Would you be willing to share your intrinsic value spreadsheet?
@valueinvesting897