Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
We have spent our lives looking for businesses that can raise prices without losing customers, that grow without consuming mountains of capital, and that would prosper even if run by a ham sandwich. T-Mobile, admirably run though it has been, fails all three of those tests — and this very week, the market watched it fail the first one in real time. The company raised prices on legacy customers, churn jumped, subscriber guidance came down, and the stock suffered its worst week in six years, falling roughly a third from its 2025 high of $261 to about $175. T-Mobile is the best operator in a tough industry. That is worth something, but it is not the same thing as a wonderful business.
Recent filings analysed: 10-Q (2026-07-23), 8-K (2026-07-23), 8-K (2026-07-07), 8-K (2026-06-18).
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