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Helmut O.
@helmut_ott
2Année·
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13 Commentaires
Mark R.@InvestmentMark
2Année
T-Mobile and Alphabet
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CD@Carpe-Diem
2Année
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Soprano@Soprano
2Année
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
2Année
@WarrenG Cloud provider ... what is the source of this information? Which market, global, USA, Europe?
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Soprano@Soprano
2Année
@AIex Google mal Cloud Market Share
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T..@AIex
2Année
@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
2Année
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T..@AIex
2Année
@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
2Année
@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
2Année
And why are you thinking about investing in telecommunications?
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Helmut O.@helmut_ott
2Année
@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
2Année
@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
2Année
$VOD - reliable dividend payer and I think that a bottom has been reached
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