Wednesday, September 27, 2023
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Confessions of a Telecom Investor

On TeleGeography Explains the Web, I sometimes interview company who work within the telecom business or handle telecoms at giant enterprises.

Not this week!

Meet Aaron Chan, Founder and Managing Accomplice at Recurve Capital. As an investor within the “expertise media and telecom” area—or “TMT” as they are saying in finance circles—Aaron has one thing of an outdoor perspective.

On this episode, we talk about how buyers view the telecom business and the way Aaron classifies publicly traded telecom corporations.

My colleagues and I pay shut consideration to the financial geography of networks, so it was fascinating to listen to Aaron’s view of the long-term profitability of community operators and what he seems for in making funding selections within the telecom area.

We additionally talked about the way forward for the business, what may result in aggressive benefit for some corporations, and the way lengthy which may final.

I hope you be taught as a lot from Aaron’s perspective as I did.

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From This Episode:


Disclaimer: This podcast expresses the views of its individuals solely as of the date indicated, that are topic to alter with out replace and will not symbolize the views of Recurve Capital LLC [(“Recurve”)]. Recurve makes no illustration that any previous securities efficiency mentioned needs to be a sign of future outcomes.

This podcast doesn’t represent funding recommendation, or any supply to promote or purchase securities or different funding merchandise. Recurve or its associates might occasionally have positions within the securities mentioned, which don’t symbolize the entire securities bought, bought or really helpful by Recurve to its advisory shoppers.



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