Zayo Group (ZAYO) provides telecommunications and datacenter services in the US, Europe, and Canada.
They are a company I have covered in the past that I think has tons of potential should certain assumptions come true, and also believe are overlooked by most in the market looking for 'the Big Kahuna' type of network organizations. Nevertheless, I feel the upside potential and relative cleanness of their portfolio provides them a special sort of return potential you won't find in the larger telecom organizations. I'll discuss recent trends and provide my thoughts