Category: TSB

TSB

Where Are They Spending Money?

By Jim Patterson • June 30, 2024

Apple, AT&T, Comcast, FabFive, Sprint, T-Mobile, TelcoTopFive, Verizon

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 21)

By Jim Patterson • June 22, 2024

Apple, AT&T, FabFive, General, Sprint, T-Mobile, TelcoTopFive, Verizon

TSB

What’s Artificial About Apple Intelligence?

By Jim Patterson • June 16, 2024

ACSI, Apple, AT&T, Cable, MVNO, WWDC

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (June 7)

By Jim Patterson • June 8, 2024

#DT, Apple, FabFive, T-Mobile, TelcoTopFive

TSB

T-Mobile Buys Most of US Cellular – Will Anyone Care?

By Jim Patterson • June 2, 2024

#UScellular, T-Mobile, Verizon

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 24)

By Jim Patterson • May 25, 2024

#MemorialDay, AT&T, Comcast, FabFive, TelcoTopFive

TSB

Post-Earnings Telecom Landscape (You Want Some Netflix with That?)

By Jim Patterson • May 19, 2024

Census, Comcast, Google, Netflix

TSB

TLDR For the Mem Day Weekend – part 1 – Jim Simons (MIT)

By Jim Patterson • May 13, 2024

Simons, TLDR

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (May 10)

By Jim Patterson • May 11, 2024

#UScellular, ACP, FabFive, Google, Google I/O, TelcoTopFive

TSB

T-Mobile’s Jedi Mind Trick

By Jim Patterson • May 5, 2024

AT&T, Lumos, T-Mobile, Uniti, Windstream

TSB

5G Guys – A Video Earnings Sunday Brief (of sorts)

By Jim Patterson • May 1, 2024

Earnings

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 26)

By Jim Patterson • April 27, 2024

5G Guys, FabFive, Google, Lumos, TelcoTopFive

TSB

The Dirty (Earnings) Dozen

By Jim Patterson • April 21, 2024

AT&T, Charter, Comcast, FCC, T-Mobile, Verizon

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (April 12)

By Jim Patterson • April 13, 2024

#andy jassey, Amazon, FTC, Regulation, Spectrum, T-Mobile

TSB

Will Verizon Be the Most Valuable Telecommunications Company After Q1 Earnings?

By Jim Patterson • April 7, 2024

AT&T, Crown Castle, DISH, Google, Lumos, T-Mobile, Verizon

TSB

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (March 28)

By Jim Patterson • March 31, 2024

#NFL, #Peacock, Amazon, AT&T, FabFive, TelcoTopFive

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

Category: TSB

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