On TeleGeography Explains the Web, I usually interview friends who work within the telecom business or handle telecoms at giant enterprises.
Not this week!
Meet Aaron Chan, Founder and Managing Companion at Recurve Capital. As an investor within the “expertise 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 buyers view the telecom business and the way Aaron classifies publicly traded telecom corporations.
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 appears to be like for in making funding selections within the telecom area.
We additionally talked about the way forward for the business, what would possibly result in aggressive benefit for some corporations, and the way lengthy which may final.
I hope you study as a lot from Aaron’s perspective as I did.
Subscribe to entry all of our episodes:
Apple | Amazon | Google | Spotify | Stitcher | TuneIn | Podbean | RSS
From This Episode:
This podcast doesn’t represent funding recommendation, or any supply to promote or purchase securities or different funding merchandise. Recurve or its associates could infrequently have positions within the securities mentioned, which don’t characterize the entire securities bought, bought or beneficial by Recurve to its advisory shoppers.
