Telco / Digital Infra Primers

Generally looked at Energy / Energy Transition Infrastructure in career so far, but potentially looking at more Telcoms/Fibre/ Towers and wider digital infra due to career switch. Has anyone got any good primers/ resources, on business models / valuation / modelling / regulations for the above sub-sectors? A UK/European focus if possible, but happy with anything. Thanks

9 Comments
 
Most Helpful
  • Data Center Dynamics (website) has good introductory articles on data centres
  • American Tower - Introduction to the Tower Industry (free online)
  • Tubes (book) by Andrew Blum —> a history of telecoms
  • S&P - European Telecoms: Sector Outlook And Hot Topics (free pdf online)

    I also have a telco IB guide that covers modelling, regulations (to a smaller extent), interview questions, unique metrics, business models + more — DM me op
 

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