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Jeffrey Collins - Uncorrelated Private Assets

The Business Brew

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Navigating Spectrum Auctions and Dark Fiber Investments

This chapter explores the complexities of wireless spectrum auctions, particularly focusing on C-Band, and the competitive landscape that allows smaller investors to engage with larger telecom companies. It highlights the evolution of dark fiber investments, contrasting them with lit fiber, and emphasizes strategic approaches to capitalizing on infrastructure needs driven by hyperscalers. Additionally, the chapter discusses challenges in leasing dark fiber and the broader implications of telecom investments in a global market.

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