I know folks have posted primers for other industries here in the past (FIG, Energy, etc.) but if someone has a great one covering TMT (telecom specifically) would be much appreciated. Thanks in advance!
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A good resource is from American Towers, the largest tower holding company. https://www.americantower.com/us/investor-relations/investor-presentati… Click on the "Introduction to the Tower Industry & American Tower" pdf, it's got a lot of good info on telecom.
I've seen a past comment about a yearly sector primer that CEO of Liontree puts out
Really good for Media, not so much Telecom
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