Analyzing the Growth Rate and Impact of Cable on the Wireless Market

Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separate appearances as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite.

Craig returns to The Business Brew to give an update on his analysis of the US telecommunications ecosystem.  Craig is Co-Founder of MoffettNathanson (see https://www.moffettnathanson.com/), a research driven firm that focuses on sound analysis as opposed to the incentives that drive much of Wall Street Sell Side coverage.  Craig’s most divergent view is that cable companies may end up with an cost advantaged wireless business when compared Verzion, AT&T, and T Mobile’s business.  This is in large part because of postalized rates, which you will learn about in this episode.  We hope you enjoy this conversation.

Please see https://podcasters.spotify.com/pod/show/william-brewster1/episodes/Craig-Moffett---A-True-Expert-e1qqks6/a-a8sd2uv for our conversation in November 2022.

For disclaimers - Bill held both Charter and Liberty Broadband shares until recently.  He sold after Charter’s most recent earnings report.  Bill has talked a lot about cable and felt like he needed to sell in order to be rational about the cable thesis.  We hope this conversation is as unbiased as possible. 

 A request from The Business Brew – PLEASE fill out the survey on Spotify (assuming you listen there) to indicate whether you are an institutional or retail investor.  The survey results will help this podcast immensely in sponsorship negotiations. 

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