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Which podcasts are discussing VZ?
18 ATTRIBUTED IDEAS · 13 EPISODES · 9 SHOWS
The shows
Yet Another Value Podcast
Barron's Streetwise
Motley Fool Money
The Compound and Friends
Animal Spirits
CNBC Fast Money
Marketplace
We Study Billionaires - The Investors Podcast Network
WSJ What's News
Where the discussion went deepest
31 MAR31 MARTHE COMPOUND AND FRIENDS · 12:30
Wireless carriers as defensive AI infrastructure
“The bull case made for AT&T and Verizon is that they are now indispensable defensive plays with rationalizing pricing, strong dividends, and critical broadband infrastructure for the AI age.”
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
Core thesis · 5/5Verify in source →
14 MAR14 MARYET ANOTHER VALUE PODCAST · 10:30
Versant's post-spinoff fundamentals are over-earning
“The bear case argued for Versant: its current financials are artificially inflated by its protective relationship with NBC, and a severe deterioration is likely after the 2028 ad sales separation.”
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
Core thesis · 5/5Verify in source →
10 MAR10 MARYET ANOTHER VALUE PODCAST · 5:00
Versant faces existential risk post-2027
“The bear case argued: Versant's distribution deals end in 2027-28, and without NBC's scale and protection, it will be unable to renew sports rights or secure carriage, leaving its core business worthless.”
A tour through the media landscape with TSOH's Alex Morris · with TSOH's Alex Morris
Core thesis · 5/5Verify in source →
22 AUG22 AUG 2025BARRON'S STREETWISE · 5:00
Verizon's cheap valuation and secure dividend
“The bull case for Verizon is that its historically low valuation (9.4x forward earnings) and high, secure 6%+ dividend yield present an attractive opportunity for a rebound, especially as it integrates Frontier to boost its fiber broadband business.”
Verizon and AT&T Have Traded Places
Core thesis · 5/5Verify in source →
8 JUL8 JULMOTLEY FOOL MONEY · 13:30
Cell towers resilient against satellite disruption
“The guest argued that American Tower's core business is well-protected by long-term telecom contracts and physical latency constraints that prevent satellite technology from fully replacing ground cell towers.”
Oil Pulls the Market Lower Again
In depth · 4/5Verify in source →
20 MAY20 MAYANIMAL SPIRITS · 13:00
AI as the 'upload' killer app for infrastructure
“The discussion presented a thesis, via an article and Claude's summary, that AI is the 'killer app' for the next internet era because it demands massive upload bandwidth, flipping the historical dynamic driven by download-centric streaming.”
The Fat Pitch For Bears (EP. 465)
In depth · 4/5Verify in source →
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