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Part II: Next Steps: Telecom Details
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Part II: Next Steps: Telecom Details
by Andrew S. Teufel, Dan Sinton, Fisher Investments
Fisher Investments on Telecom
Cover
Title
Copyright
Contents
Foreword
Preface
Acknowledgments
Part I: Getting Started in Telecom
Chapter 1: Telecom Basics
Telecom 101
A Defensive Sector
Inelastic Demand
A Capital Intensive Sector
Regulation
Chapter 2: A Brief History of the Telecom Industry
The Early Years
Recent History
Chapter 3: Telecom Sector Composition
Global Industry Classification Standard (GICS)
Global Telecom Benchmarks
Industry Breakdown
Same, Same, but Different
Part II: Next Steps: Telecom Details
Chapter 4: Telecom Sector Drivers
Economic Drivers
Political Drivers
Sentiment Drivers
Chapter 5: Consumer Demand
Emerging Markets
Developed Markets
Chapter 6: Challenges and Opportunities
Wireline
Wireless
Advertising & Publishing
Part III: Thinking Like a Portfolio Manager
Chapter 7: The Top-Down Method
Investing Is a Science
Einstein’s Brain and the Stock Market
The Top-Down Method
Top-Down Deconstructed
Managing Against a Telecommunications Benchmark
Chapter 8: Security Analysis
Make Your Selection
A Five-Step Process
Telecom Analysis
Chapter 9: Telecom Investing Strategies
Strategy 1: Adding Value at the Sector Level
Strategy 2: Adding Value at the Country or Industry Level
Strategy 3: Adding Value at the Security Level
Appendix: Additional Resources
Notes
Glossary
About the Authors
Index
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Chapter 3: Telecom Sector Composition
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Chapter 4: Telecom Sector Drivers
PART II
NEXT STEPS: TELECOM DETAILS
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