Helmut O.
@helmut_ott
2Año·
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13 Comentarios
Mark R.@InvestmentMark
2Año
T-Mobile and Alphabet
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CD@Carpe-Diem
2Año
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Soprano@Soprano
2Año
Telekom rather not, but if you do then consider whether you want to rely more on mobile communications or fiber optics. And cloud providers everything except Alphabet (Amazon is #1 and MSFT #2 in the market while Alphabet is sinking into insignificance)
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T..@AIex
2Año
@WarrenG Cloud provider ... what is the source of this information? Which market, global, USA, Europe?
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Soprano@Soprano
2Año
@AIex Google mal Cloud Market Share
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T..@AIex
2Año
@WarrenG and which of the more than 100 possibilities is the source you are referring to? And why is Alphabet sinking into insignificance?
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Tenbagger-Capital@Tenbagger-Capital
2Año
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T..@AIex
2Año
@Tenbagger2024 All nicely laid out, although some leading providers are partially missing, including Vantage and CyrusOne, which lack reliable data...there are others...overall some gaps in the analysis.
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Tenbagger-Capital@Tenbagger-Capital
2Año
@AIex
It should only be a small indication. Of course, dear Helmut will have to do some more research himself.
The topic is too extensive for that.
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KevinE@KevinE
2Año
And why are you thinking about investing in telecommunications?
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Helmut O.@helmut_ott
2Año
@KevinC Telecommunications is and remains an essential element of public infrastructure, big players in this sector are systemically relevant and therefore a good investment in my view.
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Chris@Psychedelic_Sunflower
2Año
@helmut_ott Yes, that's true, but the performance is often subterranean. Relatively high dividends don't help many companies any more.
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Makies@Makies
2Año
$VOD - reliable dividend payer and I think that a bottom has been reached
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