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Cogent Communications Holdings, Inc. (CCOI): A Bull Case Theory 

We came across a bullish thesis on Cogent Communications Holdings, Inc. on Compound & Fire’s Substack. In this article, we will summarize the bulls’ thesis on CCOI. Cogent Communications Holdings, Inc.'s share was trading at $37.92 as of September 18th. CCOI’s trailing and forward P/E were 94.04 and 5.00k respectively according to Yahoo Finance.

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Cogent Communications Holdings (NASDAQ: CCOI) presents a compelling deep-value opportunity despite its appearance as a heavily...