Published: November 05, 2020
As 5G-enabled devices come on line, we take a look at the emerging field of 5G players with SumZero members Stewart Gronek and Billy Duberstein. Gronek shares his thesis on Rakuten as they build out a virtualized network and Duberstein sheds light on T-Mobile and Micron.
Case studies include:...
Published: July 12, 2018
My initial interest was perked due to my work in the Wafer Fabrication Equipment (WFE) sector. I've become a strong believer in a) the long-term secular growth dynamics gripping the WFE sector b) that there is a sizable valuation disconnect between top companies and their underlying fundamentals,...