Greetings from Lake Norman and Charlotte, North Carolina where temperatures are above average and sunrises are magnificent. Social distancing with a lake breeze – one of the many advantages of being a Tar Heel state resident. This has been a …
Greetings from Davidson and Charlotte. Contrary to the cacophony of conjectures regarding the market impact of the convergence of cartels and contagion, we choose to place the inspiring “young guns” from Lucid Drone Technologies front and center this week. Andrew …
Greetings from Davidson and Charlotte. It’s been a very busy week with Covid-19 concerns taking center stage. Since many of you commented on the charts from last week, here’s a refreshed version (reflecting prices as of Friday’s market close): Through …
Greetings from Charlotte, where we have turned the page on a value-destroying February with hopes that March brings some needed relief. Here’s a snapshot of the carnage from the week that was (versus 2019 market gains): As many in the …
Greetings from snowy Nashville (where I was a technology speaker at the 2020 Country Radio Seminar) and Charlotte, NC. This has been a very busy week for all of us (our Mobile-World-Congress-canceled schedules were quickly filled), and there is a …
Greetings from Atlanta, GA (Dwarf House, a.k.a. the Original Chick-fil-A restaurant pictured), and Charlotte, NC. This week’s issue will be entirely devoted to the implications of Judge Marrero’s decision (here) on the telecommunications industry. Because of word constraints, we are …
Mid-winter greetings from tornado-ridden Lake Norman, NC, and snow-packed Fraser, CO, where we took in some excellent ski conditions following the Colorado Wireless Association Education Conference in Denver. It was terrific meeting and reacquainting with many of you. A PDF …
Super Game Sunday greetings from Kansas City (H&R Block Headquarters pictured) and Charlotte. The Patterson household is eagerly awaiting the 49ers/ Chiefs matchup and the return of the Vince Lombardi trophy to the City of Fountains. Regardless of the outcome, …
Late January greetings from Charlotte, where one of the start-ups I am advising, Lucid Drone Technologies, won two awards this week (pictured are the happy founders David Danielson, Andrew Ashur, and Adrian Mayans). The Charlotte Inno Fire award includes a …
Greetings from Davidson/ Lake Norman/ Charlotte, North Carolina where winter has finally begun its return (picture is from earlier in the week when our dog, Abby, was chasing ~40 ducks into the Lake). Thanks again for the emails and comments …
Greetings from Las Vegas, NV where 170,000 tech-hungry attendees gobbled up products and services from hundreds of exhibitors. Pictured is our motley crew at the first Sunday Brief CES dinner held this year at Gordon Ramsay’s Pub at the Caesar’s …
Greetings from the slopes of Fraser, CO (pic from the previous week) and Lake Norman, NC where we rang in 2020, toasted with friends and caught up on sleep. We hope each of you have a banner year filled with happiness …
Greetings from Fraser, CO, where near zero temperatures are the norm in December. We hope each of you have a very restful and happy Holiday season. 2020 promises to be an eventful year and we will be here to follow …
** Sorry for this week’s length. The footnote citations from the book are in the PDF. Happy New Year! ** End of year greetings from Fraser, CO and Lake Norman, NC. This has been a week of reflection, not only …
Greetings from Charlotte, where the Holiday spirit is in full swing (picture courtesy of Alex Gerrard, a Davidson friend). We are focusing this week’s TSB on three foundational trends: a) Increased home broadband competition, b) Increased “channelization” of content thanks …
Holiday greetings from sunny and mild Lake Norman, North Carolina (sunrise shown – unaltered photo). There are a lot of follow-ups to cover, and, if reports are true, there may even be a settlement between the Attorneys General and T-Mobile/ …
Happy Thanksgiving from Lake Norman, North Carolina, where I finally got the turkey to look normal after grilling (thanks to YouTube videos). Hope your Thanksgiving was filled with good food, fellowship, and safe travels. This week’s Brief is a review …
Pre-Thanksgiving Greetings from Kansas City, Las Vegas (Bellagio flower display pictured), and Lake Norman. Please note that next week we vary from our traditional format and will have a short commentary on Tim Wu’s The Master Switch, one of the books …
Greetings from Chicago, Illinois (where the pre-winter winds were tame), and Davidson, North Carolina (where it really feels like winter even though it’s mid-November). This week’s TSB is less about the week’s events and more about strategy fundamentals. Next week’s …
Veterans Day greetings from Mooresville, NC, where the community came together to remember all who serve and run an obstacle-based 5K race. Pictured is the race logo. Great seeing such a large turnout! This week, we will look at earnings …
Greetings from our nation’s capital (now home to the World Series champion Washington Nationals) and Lake Norman, NC. This was a very busy week for earnings with Apple, AT&T and T-Mobile all announcing earnings. We are going to start with AT&T given their 3-year guidance …
Greetings from the Mile-High City, the Queen City, and the City of Angels. Attendees of the Mobile World Congress – Americas were greeted with multi-story advertisements on buildings touting original content, a reminder that investment in the TMT (telecom/ media/ …
Greetings from Lake Norman, NC (picture of a recent sunrise is shown). This week, we will discuss four questions that should be asked during earnings calls (which start this Thursday with Comcast, followed by Verizon and Charter on Friday and …
Greetings from New York City (aerial shot of Manhattan pictured), Philadelphia and Davidson/ Charlotte. This week’s Sunday Brief is kind of lengthy but worth careful reading as we have entered a new phase of state-based regulation (many current and former …
Greetings from Charlotte/Davidson, Norfolk/ Virginia Beach, Washington DC/ N Virginia, and Dallas/ Ft. Worth (picture is yours truly with Federated Wireless BoD member Tim McDonald). This week’s TSB will focus on several start-ups that we think deserve attention. We will …
