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Key considerations in TMT (tech, media, telecom) cases

Phil asked on May 25, 2019 - 2 answers

Hi all,

Does someone have a "laundry list" of considerations for TMT (tech, media, telecom) cases? This could be very helpful to have a better idea of the kind of clarifying questions I should aks and the kind of complexities that could throw the entire case off. For example:

- Compatibility -> I had a case about a cell phone manufacturer showing ads. I didn't think about compatibility, so I missed that the ads could only be shown on their phones. This threw the whole case off

- Hardware/software integration

- etc?

Thanks!

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Vlad
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replied on May 26, 2019
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Hi,

I recommend downloading annual reports for investors of the public TMT companies and thinking of potential considerations while reading them

Best

Anonymous replied on May 31, 2019

Hi there,

I can share industry primers document with you. It may help to get refined points. Feel free to reach me.

Cheers

Serhat