On TeleGeography Explains the Web, I usually interview company who work within the telecom business or handle telecoms at giant enterprises.
Not this week!
Meet Aaron Chan, Founder and Managing Associate at Recurve Capital. As an investor within the “know-how media and telecom” house—or “TMT” as they are saying in finance circles—Aaron has one thing of an out of doors perspective.
On this episode, we talk about 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 for in making funding choices within the telecom house.
We additionally talked about the way forward for the business, what may result in aggressive benefit for some corporations, and the way lengthy that may final.
I hope you be taught as a lot from Aaron’s perspective as I did.
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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 might on occasion have positions within the securities mentioned, which don’t signify the entire securities bought, offered or really helpful by Recurve to its advisory purchasers.
