So Spectrum mobile is now including taxes and fees in their by the gig ($14) / unlimited ($45) plan. Any plans @xfinitymobile to follow? (Asking as a loyal @xfinitymobile customer)

Moved from SF to LA. Tried porting my mobile number from @xfinitymobile to Spectrum - Fail! Turns out rep in store had no idea what @xfinitymobile was to switch cell service from cable to cable. Shocking. Rich Greenfield, LightShed 🔦 Walter Piecyk

Early days of FWA in India but #JIO saying consumption is 30% higher than FTTH. #AIRTEL saying consumption is 15-20x vs mobile.

Liverpool front 3 below par today but bailed out by defence / keeper. PSG a top team and 2nd leg will be smashing. #championskicharcha

Very impressive to see Indian politicians across party lines work together and represent our country extremely effectively. Credit to everyone involved especially the ruling party.

$MH with pressure for PE to return money to LPs, good to see IPO. ~2x CoC return pretty exceptional for 2021 vintage. Platinum has mixed results but $INGM and $MH standouts.

So Oneweb founded a decade ago - raised >$6bn of capital, gone bankrupt once, raising another €1.5bn of capital. 650 satellites up and running but only €187mm of revenues to show for all their efforts. Failed initiative or needs time to scale?? $ETL #starlink

$SABR now that is a solid miss. Mgmt refinanced debt in May/June and now has whiffed badly. Market will not be kind... hey we were going to grow 20% in 2H let's make it 4-10% now. What is a few 1000 bps amongst friends? Let's call it industry/mix :)

$GOGO another solid quarter with guidance step up. New management team seems to have their stuff figured out. Waiting for the real inflection in 2026 with aircraft online growth. How are they still growing GEO AOL? Still seems like they will beat the updated guide.

$GCTS solid guidance and a positive sign for $GOGO as 5G ramps in 2H. Expect a large upgrade cycle for ATG and new sales for Galileo. #5G #abouttime

Reflecting on the underlying valuations in India vs the US. Part 1 - CPG/FMCG sector. Indian names trade at heavy premium > 50 P/E with high single digit/low DD EPS growth. US names trade inline with S&P with MSD growth and P/E ~20-25x. Clear mismatch!

I just entered to win a ride on the Airline Reporter and @Gogo party flight to Austin. You can enter too at: gvwy.io/2zcydjl