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Historically focused on telecom and digital media investments, having worked as head of the communications practice of numerous Wall Street firms as an analyst covering communications services. Specialty sectors include international long-distance carriers, competitive local exchange carriers (CLECs), fiber optic network builders, tower companies, broadband wireless operators, Internet service providers (ISPs), voice over Internet protocol (VoIP) and Internet infrastructure. Now looking for value and actionable investment ideas driven by special situations, events, or other.
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