The 5G Play

Published on
9 October, 2018
Topic
Equities, Technology, Trading
Duration
11 minutes
Asset class
Equities

The 5G Play

Featuring Kevin Kelly

Kevin Kelly, managing partner at Benchmark Investments, says it’s time to buy shares of Crown Castle. He thinks this wireless-infrastructure provider is poised to benefit from the coming 5G revolution. Kevin discusses his full thesis in this interview with Justine Underhill. Filmed on October 5, 2018.

Published on
9 October, 2018
Topic
Equities, Technology, Trading
Duration
11 minutes
Asset class
Equities
Rating
46
Sharing

Comments

  • TW

    Thomas W.

    10 10 2018 14:52

    3       2

    And no one says a word about the bombardment of our bodies by frequencies that damage our health. Typical. Yeah, just put a friggin' tower on everybody's street. Great. And then we can treat the sick with worthless and dangerous drugs from Big Pharma. That's a double win for the Wall Street crowd and insider elites, while the people, as usual get screwed.

    Health concerns don't just take a back seat. They're clinging to the bumper.

  • MC

    Michael C.

    10 10 2018 06:16

    0       0

    I guess the issue for CCI is whether returns in small cells can be as high as for their core macro cell business. Towers are essential for 5G, but a massive issue in the US is the lack of densification vs Japan and China. Those two markets look much better prepared for 5G.

  • AG

    Adam G.

    10 10 2018 04:02

    0       0

    hmmm. Dish is down 40 % YTD so there seems to be some-other views on this theme that have Not been discussed here-in.

  • DV

    Dimitri V.

    9 10 2018 15:35

    0       1

    Yay for 5G! Let's see a trade/investment idea on spectrum consolidation in advance of 5G a la $STRP, $NIHD. Also wireless backhaul device providers, 5G semis, etc. Untapped subject on RV thus far would be nice to see!

  • GR

    George R.

    9 10 2018 13:39

    0       0

    Forget 3, 4 or 5G. In the next few years, it'll be Lifi with no spectrum issues.