NasdaqGS:CCOITelecom
Does Taylor Frigon’s Full Exit Amid Cash Flow Strain Change The Bull Case For Cogent (CCOI)?
In the fourth quarter of 2025, Taylor Frigon Capital Management fully exited its position in Cogent Communications Holdings, selling 73,271 shares amid persistent questions about the company’s ability to turn growth into sustainable free cash flow.
At the same time, Cogent’s upcoming February 20, 2026 earnings call takes on added importance as investors weigh thin operating cash flow against areas of operational progress such as wavelength revenue and EBITDA margin trends.
We’ll now examine...