AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Exploring the Future of Telecom, Chips, and AI
Exploring the impact of vertical integration by tech giants, growth of cloud companies, and challenges faced by data center companies, along with concerns regarding customer concentration and evolving telecom landscape.
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 that supports them, this industry is always driving forward.
In our latest episode of the Thematic Investors podcast, host, Kieran Cavanna, speaks with Alan Bezoza, Managing Director, Liquid Strategies at DigitalBridge Investment Management. The conversation will touch on the evolution of the telecom sector, cloud wars (both 1.0 and 2.0) and the overall ecosystem, future trends, and a lot more.
Alan covers:
Connect with Kieran Cavanna:
Connect with Alan Bezoza:
About Alan Bezoza:
Alan Bezoza is a Managing Director of Liquid Strategies at DigitalBridge Investment Management with a focus on public equity securities within the Technology, Media, and Telecom sectors. Mr. Bezoza has spent over 20 years researching and investing in the TMT sector with a particular focus on the global Communications and Media Ecosystem, which includes media, cable, telecoms, mobile towers, data centers, communications technology, data networking, and their respective supply chains.
Prior to joining DigitalBridge in 2020, Mr. Bezoza was a Partner and Sector Head at Dorsal Capital, a market-neutral hedge fund, where he focused on the Media, Telecom, and Communications Technology sectors. Prior to Dorsal, he spent over seven years at Janus Capital, where he was a Senior Analyst and Co-Sector Lead of the Communications investment team that included the Telecom, Media, and Internet sectors. Mr. Bezoza previously worked in equity research as a Senior Vice President at both Oppenheimer and Friedman Billings Ramsey. He has published numerous industry white papers, appearing in print and financial news outlets (CNBC, Bloomberg, WSJ, etc.), and has keynoted industry conferences. In 2005, he was recognized by The Wall Street Journal as a “Best on the Street” analyst for his stock picks in the Broadcasting and Entertainment sector. Mr. Bezoza started his career at Lazard Asset Management, where he worked on the Emerging Markets and International small-cap portfolios.
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode