We have followed the global wireless industry since the mid-1990s, publishing nearly 150 articles on the theme.
In our view, 5G is a key enabling technology, as it will connect other exponential technologies, and will serve as a primary network for the adoption of next-generation services developed for the machine economy. The trillion-dollar global buildout of 5G networks is one of the biggest infrastructure projects ever. 5G is a critical lynchpin in the race for tech supremacy, with many winners and losers set to emerge as global 5G competition intensifies.
Since 2016, our 88 5G-related recommendations have gained 61.3%, on average (excluding re-recommendations), versus a comparable 57.9% for the S&P 500 index and 46.0% for the MSCI World Index.*
*Performance through the end of trading on July 23, 2021.
33 Related Articles...
WILTW - November 18, 2021
We have been following the global wireless sector since the mid-1990s, publishing over 150 articles on the theme. Since 2016, we have argued that the multi-trillion-dollar global buildout of 5G wireless networks is the most important technology race ...
moreWILTW - June 24, 2021
We have tracked the wireless sector closely since the mid-1990s, and have made the case for over three years that the global roll-out of 5G networks is arguably one of the largest infrastructure projects ever (see reports). We have also underscored t...
moreWILTW - February 4, 2021
Over the last three years, we have made the case that the deployment of advanced 5G networks are a modern-day equivalent of the moon race (see WILTW reports). The multi-trillion-dollar global buildout of 5G wireless is one of the largest infrastruct...
moreWILTW - December 3, 2020
Quantum Key Distribution (QKD) is the future of cybersecurity on 5G networks. This week, we are adding SK Telecom to our 5G Asia portfolio index. We have tracked the cybersecurity sector since 2001 and quantum technologies since 2013. Now, the rapid ...
moreWILTW - October 1, 2020
Stock Recommendations Performance
S&P 500
MSCI
Creative Destruction - 2012-2019 Recommendations
97.0%
59.3%
35.9%
Creative Destruction - 2020 Recommendations
22%
5.7%
4.1%
We began our creative destructi...
moreWILTW - July 30, 2020
We believe 5G wireless networks are a critical technology that will determine the winners of the future (see prior reports). The pandemic and politics are forcing America and Europe to delay 5G deployments, while Asian 5G-equipment suppliers are seei...
moreWILTW - July 23, 2020
We made the case in WILTWs December 12, 2019, May 9, 2019, February 16, 2017 and June 25, 2015 that augmented and virtual reality (AR/VR) would generate enormous creative destruction, with AR being the biggest surprise in the next three years as the ...
moreWILTW - June 18, 2020
In WILTW January 9, 2020, we made the case that Asian 5G-equipment suppliers were seeing booming new orders as Huawei reconfigured its supply chain away from U.S.-based technology.
China has doubled down on its national 5G roll-out, despite the Tru...
moreWILTW - February 20, 2020
Both Nokia and Ericsson have underperformed and are cheap on a cash flow basis. The two firms have strong relationships with the “Five-Eye” intelligence sharing nations, and successful track records in monetizing their IP portfolios. Ericsson is argu...
moreWILTW - February 6, 2020
In WILTWs January 9, 2020 and January 30, 2020, we argued that Asian 5G-equipment suppliers will benefit as Huawei reconfigures its supply chain away from U.S. technology. The stocks were bolstered last week by the U.K.’s decision to allow use of Chi...
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