Last 12mo stats

mentions

voices

$TDS

Telephone and Data Systems

Share on X

$TDS

Telephone and Data Systems

Past 12mo:13mentions1voices

Share on X

All voices13 mentions since Jan 2026calls only

Loading price chart…

Frequently asked

Who mentions $TDS most on Surfaced?

@kerrisdalecap (Kerrisdale Capital) mentions $TDS most — 13 mentions in the past 12 months.

When was $TDS first mentioned on Surfaced?

The earliest tracked mention of $TDS in the Surfaced archive was on Jan 7, 2026.

How many voices track $TDS?

1 FinTwit voice has mentioned $TDS 13 times in the past 12 months.

What kind of voices mention $TDS most?

$TDS is mentioned most by Short Sellers voices on Surfaced.

Recent mentions

13 mentions

@kerrisdalecapMar 18, 2026 · 1:08 PM

$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 credible, value-enhancing path. 5/6

Open on X

@kerrisdalecapMar 18, 2026 · 1:06 PM

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 2027. 2/6

Open on X

@kerrisdalecapMar 18, 2026 · 1:04 PM

$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 discussing what comes next 1/6

Open on X

@kerrisdalecapFeb 20, 2026 · 8:35 PM

$TDS reported Q4 numbers today and thesis continues to play out nicely. Our more detailed earnings recap for those involved:

Open on X

@kerrisdalecapJan 14, 2026 · 3:25 PM

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 https://t.co/BUN5JxDnpo

Open on X

@kerrisdalecapJan 13, 2026 · 4:02 PM

$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 for us. And follow @Kerrisdale_Comm for more frequent updates on our names https://t.co/Hvf9j0G1Al

Open on X

@kerrisdalecapJan 7, 2026 · 4:43 PM

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 methodologies

Open on X

@kerrisdalecapJan 7, 2026 · 2:14 PM

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. 9/10

Open on X

@kerrisdalecapJan 7, 2026 · 2:12 PM

$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. The mix is shifting and the economics are improving. 5/10

Open on X

@kerrisdalecapJan 7, 2026 · 2:12 PM

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 passing for a highly strategic business about to raise fiber targets above 1.8m passings. 4/10

Open on X

@kerrisdalecapJan 7, 2026 · 2:11 PM

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, and in motion, yet barely reflected in the valuation 3/10

Open on X

@kerrisdalecapJan 7, 2026 · 2:10 PM

$TDS is now financially and strategically liberated. Backward looking investors keep talking about “complexity” while ignoring the total corporate reset & cash that is literally on the way. Spectrum is no longer theoretical value. It’s being sold to AT&T, Verizon, T-Mobile 2/10

Open on X

@kerrisdalecapJan 7, 2026 · 2:08 PM

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, the stock still trades like none of that matters. We see fair value at $68, up 70%. 1/10

Open on X