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Verizon - $VZ

"It would not shock me if we have 100 billion agents": Verizon CEO on network demand
10 insights: net adds up 9x after Verizon stopped giving away phones, $4B of edge-computing deals from old copper offices, and why he now assumes SpaceX…
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Kopernik CIO on Ukraine land: "80 to 90% discounts to what you would find in the Midwest"
14 calls: Why today's US market looks like 1972, why Korean phone companies at a third of book beat Verizon, and how Kopernik bought Chinese nuclear…
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The US economy can probably sustain a 6% 10-year yield — Goodreid CIO
18 calls: Why he trimmed Goldman by 33% and bought Verizon, the GM software business he says could double its profits by 2030, and why he calls Netflix…
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Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEO
12 numbers: The $71B his firm has made clients and the $30B of it that came from Musk, the 100,000-satellite Starlink plan he values at $14T, and why he…
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Life360 founder: going public stops the worst decisions and the generational bets too
17 lessons: Why he listed in Sydney before Nasdaq, the freemium bet he says made the app impossible to disrupt, and why he thinks almost nobody actually…
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Jack Pitcher: What the Rollerkospi did to Korea's leveraged retail ants, and why buying the country index is really a bet on two chipmakers…
A sound engineer put his severance into the index and lost almost half of it in a week, the Kospi is still far below its peak, and how to buy a…
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