419: Confessions of a Telecom Investor

TeleGeography Explains the Internet · Mar 14, 2023 · 1h 4m

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.

You'll 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…