Tucows' Liquidity Squeeze Made It Stop CAPEX, The Name Is Very Risky

Financial Performance - The company is facing significant financial challenges, with an increase in liquidity risk reported for the current quarter [1] - In the third quarter of 2024, the company announced a reduction in the build-out of fiber infrastructure [1] Investment Perspective - The investment approach focuses on long-only strategies, evaluating companies from an operational and buy-and-hold perspective [1] - The analysis emphasizes understanding the long-term earnings potential of companies and the competitive dynamics within their industries [1] - Most investment calls are expected to be holds, indicating a cautious approach to market dynamics [1]