bearish
Coronavirus as Secular Accelerator II: US Media/Telco Edition
253 Views20 Apr 2020 07:00
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
- Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 5/1/202003 May 2020
- Coronavirus as Secular Accelerator III: Fintech / Software Edition27 Apr 2020
- Netflix: Short Peak Netflix23 Apr 2020
- Coronavirus as Secular Accelerator II: US Media/Telco Edition20 Apr 2020
- Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/17/202019 Apr 2020
- Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition15 Apr 2020
- TMT Corona Virus Selloff Opportunities: Disney09 Mar 2020
x