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The Technology, Media and Telecommunications sector performs research and analysis on relevant equities in the global TMT landscape to find the best stock ideas based on our own views Given the large breadth of securities and the variety of subsectors within the large TMT umbrella, we specialize in a bottom-up approach where we try to find unique and interesting stories from both the large cap and small cap world of TMT stocks. 

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Key Holdings

The New York Times Company

NYSE: NYT

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Pitch Deck

T-Mobile US, Inc.

NASDAQ: TMUS

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Pitch Deck

Adobe Inc.

NASDAQ: ADBE

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Pitch Deck

Past Work

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