On TeleGeography Explains the Internet, I typically interview guests who work in the telecom industry or manage telecoms at large enterprises.
Not this week!
Meet Aaron Chan, Founder and Managing Partner at Recurve Capital. As an investor in the “technology media and telecom” space—or “TMT” as they say in finance circles—Aaron has something of an outside perspective.
In this episode, we discuss how investors view the telecom industry and how Aaron classifies publicly traded telecom companies.
My colleagues and I pay close attention to the economic geography of networks, so it was fascinating to hear Aaron's view of the long-term profitability of network operators and what he looks for in making investment decisions in the telecom space.
We also talked about the future of the industry, what might lead to competitive advantage for some companies, and how long that might last.
I hope you learn as much from Aaron's perspective as I did.
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From This Episode:
- Keep Up With Telecom Trends
- Episode 415: Unpacking Telecom Predictions of the Past
- Learn More About Our Research
This podcast does not constitute investment advice, or any offer to sell or buy securities or other investment products. Recurve or its affiliates may from time to time have positions in the securities discussed, which do not represent all of the securities purchased, sold or recommended by Recurve to its advisory clients.
Greg is Senior Manager, Enterprise Research at TeleGeography. He's spent the last decade and a half at TeleGeography developing many of our pricing products and reports about enterprise networks. He is a frequent speaker at conferences about corporate wide area networks and enterprise telecom services. He also hosts the WAN Manager Podcast.