This interim Brief looks at equity market value changes over the last one and two weeks.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (October 21)
This interim Brief looks at the changes in market capitalization for the Fab Five and the Telco Top Five for the week ending October 21, 2022
Apple iPhone 14 Availability as of October 16
This post shows the backlog levels for the iPhone 14 Pro and iPhone 14 Pro Max as of October 16 for Verizon, AT&T, and T-Mobile.
Value Creation – Long-term charts, Fab Five vs. Telco Top Five (October 7)
This post discusses one and two-week changes in equity market capitalization for the Fab Five and the Telco Top Five.
Value Creation Chart as of Sept 30 and iPhone 14 Availability as of October 2
This is a supplemental post to the Brief with market capitalization analysis and iPhone 14 Pro and Pro Max availability.
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 26)
This post tracks the equity gains from the Telco Top Five and the Fab Five for the last week.
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.