Earnings season, TMT consolidation and the threat of FAANG

The threat of technology is most acute in the TMT spaces because these are pure information industries where the Internet upends incumbent business models. So it is interesting to see how well the sector is doing during earnings season. In thinking about the longer-term, I want to focus on Verizon, AT&T and Comcast.
TMT is now a sector
The key driver in the TMT sector is the Internet and high-speed data transfers. When the original Internet bubble popped, people at sell-side firms talked a l...


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