Tag Archives: private equity

Podcast 105: Truth in Telecoms, 10 Global Predictions for 2025

Last week I gave with Commio a presentation on 10 Predictions for 2025. Those were more US focused as that’s the focus of Commio’s business. Several people asked that I do a version more globally focused. So here it is: Here is a quick review of what I covered, the structure is similar to the … Continue reading Podcast 105: Truth in Telecoms, 10 Global Predictions for 2025

Truth in Telecoms helps Investors in Programmable Telecoms

Moez has raised Twilio’s Stock price from $42 to $110 Moez Kassam and Anson Funds started circling Twilio in 2023, back when the stock was hovering around $42. The information provided in TADSummit’s Truth in Telecoms helped lead to $100M profit for Anson on Twilio. The stock price rise is because of hedge funds buying … Continue reading Truth in Telecoms helps Investors in Programmable Telecoms

Podcast 77: Truth in Telecoms, The Real John Wick

Podcast Directory Johnny was busy posting on Linkedin over the weekend on the roaming issue experienced by the US carriers, here are a few examples, post 1, post 2, post 3. The roaming problem ran from June 26th to June 29th. On June 27th the US experienced its busiest travel day in 15 years, with … Continue reading Podcast 77: Truth in Telecoms, The Real John Wick