This article summarizes the broadband metrics for four major telecom providers. It also looks at value drivers for Apple, Google/ Alphabet, and Amazon.
2Q Earnings Review: The Importance of Fiber-Based Broadband Relationships
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Fiber Always Wins (Until it Doesn’t) – 2020 Edition
This article looks at fiber developments across the telecommunications sector in 2020
The Intel Trinity
This Sunday Brief reviews Michael Malone’s The Intel Trinity. It also discusses valuation changes at the end of May as well as iPhone SE availability.
Implications of Accelerated Technology Adoption and Work/ Learn from Home
This article expands on the previous themes of The Essential Economy with the addition of technology adoption curves and the permanent alternative of the residence as an extension of the office.