Verizon: A Utility At Scale

Jordan Sauer
4.3K Followers

Summary

  • Verizon is a utility at scale, offering a recession-proof product with inelastic demand.
  • Competition, debt, and technological change seem to surround Verizon at times, but the risks may already be discounted. VZ now yields 5%.
  • If managed prudently, we believe Verizon can beat the S&P 500 and deliver a return of 11% per annum over the decade ahead.

TechCrunch Disrupt Conference Held In San Francisco

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Investment Thesis

As Warren Buffett sold off his entire Verizon (NYSE:VZ) position in Q1, 2022, investors have been left wondering, "What now?" In this article, we will breakdown the risk and reward.

Verizon’s infrastructure is set to benefit from inflation, inelastic

This article was written by

4.3K Followers
Analyst at TipRanks

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article includes base-case scenario estimates, using known facts and economic projections. The future is uncertain, and investors must draw their own conclusions.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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