Contents
Part I: Getting Started in Telecom
Chapter 2: A Brief History of the Telecom Industry
Chapter 3: Telecom Sector Composition
Global Industry Classification Standard (GICS)
Part II: Next Steps: Telecom Details
Chapter 4: Telecom Sector Drivers
Chapter 6: Challenges and Opportunities
Part III: Thinking Like a Portfolio Manager
Chapter 7: The Top-Down Method
Einstein’s Brain and the Stock Market
Managing Against a Telecommunications Benchmark
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