I have just discovered that Rob Powell started a blog last week, and for those that track Level 3 Communications, this is big news. That's because Rob Powell is one of the best of the "anonymous analysts" that haunt the Level 3 Investor Village message board, where he goes by the alias "toes_that_twinkle."
In my occasional trips to the Level 3 Investor Village message board, I have learned to scan for posts from "toes," because they are almost always thoughtful, never ranting, and most importantly, on the mark. He really digs through the SEC reports, and as a result has very deep and informed perspective on Level 3. If you track Level 3, you are going to want to add Rob's new blog to your RSS reader.
To start, I highly recommend Rob's post on the "Virtuous Circle" that awaits Level 3 if the stock rises enough to start calling their convertible debt.
Rob, welcome to my blogroll! I will be an avid reader of your posts.
So "toes_that_twinkle" of Investor Village fame is revealed. Welcome Rob to the blogsphere.
Now I'd like to see another Investor Village activist come out of the shadows. Waylonglvlt--please reveal yourself. I'd like to know your background and where you get your insights.
Posted by: Dan Caruso | May 13, 2008 at 01:28 PM