The chapter delves into AT&T's management, financial standing, and valuation in light of the 5G revolution, highlighting both the opportunities and challenges the company faces. It discusses the impact of substantial debt, unmet revenue expectations, and the evolving competitive dynamics in the telecommunications industry. The chapter also touches on investment perspectives, dividend yields, and suggestions for AT&T to adapt to the changing market landscape.
Fed Chair Jerome Powell is keeping tabs on commercial real estate.
(00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.
Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&T.
Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI
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Host: Ricky Mulvey
Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz
Producer: Mary Long
Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry
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