Cable analysis

Andrew Walker has a good series going right now on the threat to cable providers from the traditional wireless players and why they’re not a major threat long term. It’s been a great read, and I think you all may enjoy it. It’s 4 parts (part 4 to come) and here’s the link to the first: https://yetanothervalueblog.substack.com/p/tegus-sponsored-d…

Jim

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