TW Telecom (TWTC) had billionaire Carl Icahn protégé, Keith Meister, call the company out at the Ira Sohn Value Conference earlier this year, but the stock is relatively flat over the past three months. Meister sees fair value for TW as around $38, which is 30% upside from current levels -- namely, because the company is a prime M&A target, with a sub $5 billion market cap.
Meister has some other major billionaires and hedge funds also piling into the telecom company, this includes Mason Hawkins' Southeastern Management with 11.6 million shares at the end of 2Q, Jim Simons' of Renaissance Technologies owned 5.9 million, Senator Investment Group 3.9 million, and Highfields Capital 4.3 million. Corvex...
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