The DigitalBridge Coming Out Party

June 22, 2021 This is a big week for Analyst Days – with DigitalBridge on June 22nd (the day of its official rebranding) and Equinix (EQIX) on June 23rd.  Both will be important days for each as they both represent companies in significant transition right now. For...

LUMEN / T-MOBILE – On the Edge of Glory?

As a former analyst, I know that the webcasts which the Street pays the most attention to are the ones where the CFO or CEOs are speaking.  While these are of course very interesting, I often think it may be the ‘under the radar’ executives that may say the most. ...
The Capital Call

The Capital Call

Capital Call David Stevenson is an experienced investment commentator and writer, with a passion for media and technology. David writes for a number of leading publications including The Financial Times, where he is a columnist, the Investors Chronicle, Money...