On TeleGeography Explains the Web, I usually interview visitors who work within the telecom trade or handle telecoms at massive enterprises.
Not this week!
Meet Aaron Chan, Founder and Managing Associate at Recurve Capital. As an investor within the “know-how media and telecom” area—or “TMT” as they are saying in finance circles—Aaron has one thing of an out of doors perspective.
On this episode, we focus on how traders view the telecom trade and the way Aaron classifies publicly traded telecom firms.
My colleagues and I pay shut consideration to the financial geography of networks, so it was fascinating to listen to Aaron’s view of the long-term profitability of community operators and what he seems to be for in making funding choices within the telecom area.
We additionally talked about the way forward for the trade, what would possibly result in aggressive benefit for some firms, and the way lengthy which may final.
I hope you study as a lot from Aaron’s perspective as I did.
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This podcast doesn’t represent funding recommendation, or any provide to promote or purchase securities or different funding merchandise. Recurve or its associates might once in a while have positions within the securities mentioned, which don’t signify all the securities bought, offered or beneficial by Recurve to its advisory shoppers.