Telephone and Data Systems. Every tracked FinTwit mention of $TDS, newest first. 13 mentions since the first on Jan 7, 2026. See the price chart.
March 2026 · 3 mentions
Mar 18
Kerrisdale Capital — $TDS’s growing fiber footprint adds another layer of optionality. As $TDS becomes a fiber-dominant infrastructure company, separating the network into a FiberCo REIT becomes a cred…↗
Mar 18
Kerrisdale Capital — With ~$750m of $VZ and $TMUS proceeds by 3Q (~$6 per $TDS share), the next catalyst is sale of the remaining C-Band (~$10 per share), expected to be monetized by late 2026/early 20…↗
Mar 18
Kerrisdale Capital — $TDS: we remain long and are sharing a follow-up note at https://t.co/GAxYqtin7B. Since our January report, earnings have been solid and thesis reaffirming. But it’s worth discussi…↗
February 2026 · 1 mention
Feb 20
Kerrisdale Capital — $TDS reported Q4 numbers today and thesis continues to play out nicely. Our more detailed earnings recap for those involved:↗
January 2026 · 9 mentions
Jan 14
Kerrisdale Capital — Thesis playing out on $TDS, first spectrum check announced last night and stock taking notice. Much more spectrum proceeds, fiber growth, and tower upside still ahead. Writeup at h…↗
Jan 13
Kerrisdale Capital — $TDS @SeekingAlpha article is up for anyone who wants to discuss questions in Comments section. Also feel free to slide into our DMs to chat $BZU, $AIXA, $TDS – all remain large fo…↗
Jan 7
Kerrisdale Capital — We've regrettably gotten a lot of criticism for our $TDS fair value of $68, instead of one digit higher, or one digit lower. Sorry, we had to stay true to our valuation methodologi…↗
— When you value $AD sensibly and stop treating $TDS Telecom like a stranded copper ILEC, the math resolves quickly. Our fair value is $68 per share, roughly 70% above today’s price.…
Kerrisdale Capital — $TDS Telecom’s fiber strategy is working. First-to-fiber builds in underpenetrated Tier-2 and Tier-3 markets are driving steady connection growth with limited competitive response.…↗
Jan 7
Kerrisdale Capital — After assigning a reasonable value to 82%-owned $AD, the implied valuation of $TDS Telecom collapses to distressed levels. Roughly 3.5x 2027E EBITDA and under $750 per fiber passin…↗
Jan 7
Kerrisdale Capital — In the next 3 quarters, $TDS will receive roughly $12 per share in special dividends from spectrum sales alone. That’s over 30% of today’s stock price. This is announced, funded, a…↗
Jan 7
Kerrisdale Capital — $TDS is now financially and strategically liberated. Backward looking investors keep talking about “complexity” while ignoring the total corporate reset & cash that is literall…↗
Jan 7
Kerrisdale Capital — We’re long $TDS. Report at https://t.co/BUN5JxCPzQ. Company sold its problem wireless biz, cleaned up the balance sheet, and is about to receive a staggering amount of cash. Yet, t…↗