Investing in 5G: Idea Screener

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

The BuyGist:

  • 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:

  1. Make my process more transparent. I’ve done this sort of thing for India, Media and Urbanization.
  2. Related to #1, I’ll go through the logic of why I didn’t supply you with a second 5G idea at this time. 
  3. 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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