Archive

TSB

Q1 Earnings Preview – Cable’s Moment

By Jim Patterson • March 24, 2024

#CAF II, #RDOF, Apple, Charter, Comcast, FCC

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 15)

By Jim Patterson • March 16, 2024

Apple, FabFive, Lumos, T-Mobile, TelcoTopFive, Verizon

TSB

Global Growth Outlook, FCC “Bulk Buy” Rule Making, and the Morgan Stanley Conference

By Jim Patterson • March 10, 2024

#MDU, AT&T, Charter, FCC

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 1)

By Jim Patterson • March 2, 2024

#Echostar, #telcotop5, Altice, AT&T, Charter, Comcast, DISH, FabFive, T-Mobile

TSB

Why AI Needs Telecom

By Jim Patterson • February 25, 2024

#ai, #Berkshire Hathaway, #cable MVNO, AT&T

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 16)

By Jim Patterson • February 18, 2024

#paramount, #TDS, #UScellular, Comcast, FabFive, TelcoTopFive

TSB

Fourth Quarter Earnings – Out of Favor

By Jim Patterson • February 11, 2024

#fox, #warner-discovery, Charter, Comcast, Disney, Google

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Feb 2)

By Jim Patterson • February 3, 2024

Charter, FabFive, TelcoTopFive

TSB

Fourth Quarter Earnings – Who Has the Momentum?

By Jim Patterson • January 28, 2024

AT&T, T-Mobile, Verizon

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 20)

By Jim Patterson • January 21, 2024

FabFive, TelcoTopFive, Verizon

TSB

CES Thoughts and Fourth Quarter Earnings Questions

By Jim Patterson • January 14, 2024

#ai, #deere, #gyroglove, #nytimes, AT&T, CES, Comcast, Spectrum

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 6)

By Jim Patterson • January 6, 2024

FabFive, Hulu, Netflix, TelcoTopFive

TSB

Happy New Year! Ten-Year Return Chart Bonus Edition

By Jim Patterson • January 1, 2024

FabFive, TelcoTopFive

TSB

CES Preview – You Want Some AI With That?

By Jim Patterson • December 31, 2023

#newyorktimes, CES

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Dec 22)

By Jim Patterson • December 23, 2023

#crowncastle, FabFive, T-Mobile, TelcoTopFive

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Dec 22)

By Jim Patterson • December 23, 2023

#crowncastle, FabFive, T-Mobile, TelcoTopFive

TSB

Six Key Events of 2023 (Part 2)

By Jim Patterson • December 17, 2023

#bead, #Neville, #Starlink, ACAM, AT&T

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Dec 8)

By Jim Patterson • December 10, 2023

AT&T, FabFive, Spectrum, TelcoTopFive

TSB

Six Key Events of 2023 (Part 1)

By Jim Patterson • December 3, 2023

AT&T, Disney, FCC, Spectrum, Verizon

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 17)

By Jim Patterson • November 18, 2023

13F, AT&T, FabFive, Spectrum, TelcoTopFive, Verizon

TSB

iPhone 15 Availability as of November 13, 2023 (Final report for this cycle)

By Jim Patterson • November 13, 2023

Apple, iPhone, iPhone 15

TSB

The CNBC John Malone Interview – Explained and Deciphered (2023 edition)

By Jim Patterson • November 12, 2023

#enhanced acam, #john malone, Amazon, Charter, Verizon

TSB

iPhone 15 Availability as of November 5, 2023

By Jim Patterson • November 5, 2023

Apple, iPhone, iPhone 15

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Nov 3)

By Jim Patterson • November 4, 2023

Amazon, FabFive, Lumen, TelcoTopFive

TSB

iPhone 15 Availability as of October 29, 2023

By Jim Patterson • October 30, 2023

Apple, iPhone, iPhone 15

TSB

Third Quarter Earnings Review (Part 1) – The Build Cycle

By Jim Patterson • October 29, 2023

#telcotop5, Google, T-Mobile

TSB

Comcast’s TMT Mini-Conference (Earnings First Take)

By Jim Patterson • October 26, 2023

Comcast, Earnings

TSB

The Most Important Chart for T-Mobile (Earnings First Take)

By Jim Patterson • October 25, 2023

Earnings

TSB

Verizon 3Q Earnings (First Take): Thank God for Cable

By Jim Patterson • October 24, 2023

Earnings, Verizon

TSB

iPhone 15 Availability as of October 22, 2023

By Jim Patterson • October 23, 2023

Apple, AT&T, iPhone 15, T-Mobile, Verizon

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