Buylyst

Published on 10/01/18 | Saurav Sen | 3,260 Words

I started with 14 5G ideas.
I put them through a numerical screener. One company emerged as a clear winner.
Upon further analysis, that company eventually made it to The Buy List.
Two companies came in second-place: a service-provider and a fiber-optic cable company. I decided to dig into one of them.
It turns out that I need some more tangible data points, otherwise I’d be shooting in the dark.
However, 4 more names that deserve a closer look, despite not passing the numerical test with flying colors.
The third and fourth quarter results of these companies should provide me with some answers to my list of questions.

Why this article?

There are 3 main reasons:

Make my process more transparent. I’ve done this sort of thing for India, Media and Urbanization.
Related to #1, I’ll go through the logic of why I didn’t supply you with a second 5G idea at this time.
If you are thinking of investing in 5G or are invested in any of the names discussed below, this perspective may help.

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