Cogent Communications Holdings (CCOI) in Madison Small Cap Fund Q3 2024

Expanding Internet Infrastructure Amid Rising Demand

5 days ago

Summary

Investment rationale: Strong growth in internet traffic and demand for bandwidth.
Market positioning: Leading provider of internet access and data transport services.
Risks and challenges: Competitive pressures and regulatory changes.
Recent performance: Consistent revenue growth supported by increased customer base.
Future outlook: Expansion of network infrastructure to meet rising demand.

Cogent Communications Holdings (CCOI, Financial) was highlighted in the Madison Small Cap Fund Q3 2024 letter for its strategic role in the expanding internet infrastructure sector. The fund managers pointed to the company's robust growth in internet traffic and its ability to capitalize on the increasing demand for high-speed data services.

"Cogent's focus on expanding its network infrastructure and enhancing service capabilities positions it well to capture future growth opportunities in the internet services market." — Madison Small Cap Fund Q3 2024 Fund Letter

Read full letter at gurufocus madison small cap fund q3 2024 investment strategy letter 2024 Q3 page.

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