This interim Brief describes changes in equity market capitalizations for the period ending August 12.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (August 12)
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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.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 27)
This post tracks value created over the two weeks ending May 27
First Quarter Earnings Review – When Cable Growth Slows… (Part 2)
This article examines Charter Communications first quarter results and looks at their 2022 and 2023 strategy.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 13)
This post tracks changes in equity market capitalization for the two weeks ending May 13 2022.
AT&T and Verizon Earnings – Under Pressure
This article discusses AT&T’s and Verizon’s Q1 2022 earnings.