Hidden Compounders
Hidden Compounders| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | hiddencompounders.substack.com |
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Latest Issues
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[Update] Dish Network (NAS: Dish) - Top Three Questions
Given the recent JPM reports that make a clear bear case for Dish, I thought I’d share my thoughts on a few of their points. The great thing about this JPM report is that although they model in the 5G enterprise/IoT opportunity as a free op...
Dish Network (NAS: DISH) - Ergen's Pocket Aces
Dish Network offers an asymmetric risk/reward with a 5-year IRR of 20%. In the NTM, based on my analysis of building permits in Clark County, there should be continued multiple expansion as their Las Vegas 5G deployment outperforms expectat...
Viasat (NAS: VSAT) - Is there space for Viasat?
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