Let me begin this most unusual Guest EVA edition with both an observation and an admission. On the first part, the sudden market panic this week is precisely why Evergreen has been raising cash as we had noted the alarming news out of China and now other countries.
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Below are Evergreen Gavekal’s Likes/Dislikes for February 28, 2020.
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When we published the first edition of The Sprint to 5G last March, we made the case that evolutions in the telecom industry typically take place once a decade and that the 2020s will be an era defined by the rollout and adoption of 5G.
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Below are Evergreen Gavekal’s Likes/Dislikes for February 21, 2020.
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Below are Evergreen Gavekal’s Likes/Dislikes for February 14, 2020.
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