The Future of Telecom – Convergence, Competition, and New Opportunities

Listen to this exclusive Expert Insights call between Andrew Walker, Portfolio Manager at Rangeley Capital and host of Yet Another Value Podcast, and Tom Wheeler, former FCC Chairman (2013-2017), a renowned telecom policy expert. With the market shifting in significant ways, Tom will share key insights on the future of telecom, fiber investments, satellite broadband, and cable competition, and other trends shaping the sector's future.

Key Topics:

• Telecom companies are investing billions in fiber — what returns can they expect?
• Will Starlink disrupt the broadband market or remain a niche player?
• How will cable companies fare against the growing competition from fiber, fixed wireless, and satellite?