This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
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Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 23)
This interim post contains commentary on changes in market capitalization over the last week. We also pay tribute to the leadership of Charter CEO Tom Rutledge.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (September 9)
This post has some market commentary that impacted market valued of the Fab Five and the Telco Top Five for the week ending September 9, 2022
Labor Day Edition – August Eye-Catchers
This Labor Day edition takes a look at five August telecom news developments that flew below the radar but are noteworthy.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (August 12)
This interim Brief describes changes in equity market capitalizations for the period ending August 12.
AT&T and Verizon Earnings – What’s the Post-COVID Strategy?
This article discusses AT&T and Verizon 2Q earnings in detail.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 15)
This interim post describes the equity value changes for the Fab Five and the Telco Top Five over the last one and two weeks.
How a Recession Brings Out the Best in Telecom and Tech
This article looks at 10 companies that emerged after the previous recession
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 1)
This post tracks value changes over the past 1 and 3 week intervals.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 10)
This interim post looks at value creation for the two weeks ending June 10.