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EVENT REPLAY

US Telecom & Cable: Top Picks & Positioning For The Year Ahead

January 20, 2023

Hosted by Jonathan Chaplin

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On the call, we will discuss:
• Our top picks for 2023 and our methodology to arrive at those picks.
• How does a recession impact performance of stocks under our coverage?

Additional Events

Jan
21
Communications

Client Call with Telkom Indonesia Head of IR TelkomGroup Bret Ginesky AVP Shareholder Relations TelkomGroup Limiati Purnomo GM IR Telkomsel Rendyansyah Jovian

January 21, 2026 — Virtual
Hosted by Chris Hoare

Event Details
Mar
5
Communications

# INVITE # London Lunch with Axiata

March 5, 2026 — London - Venue TBA
Hosted by Chris Hoare

Event Details

Communications Research

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VZ/FYBR Win Changes in CPUC Order; Approval Imminent

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Brazilian Telcos - Solid quarter; Q3 25 review

By Chris Hoare
January 15, 2026

GEM Telcos & Towers - Themes and Top picks for 2026; what’s next after a banner 2025? - Call slides

By Chris Hoare
January 15, 2026

DISH Antitrust Challenge to DIS; Will Content or Distribution Gain Flexibility in the Media World to Come?

By Blair Levin

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