Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

Thematic Investors
18/12/2023 42 min
Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

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Episode Synopsis

In the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunications, investment strategies are constantly evolving. Whether your focus is on the cutting-edge upstream products like carriers, data centers, and telecom companies, or the dynamic downstream products such as semiconductors and the intricate supply chain …

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