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Telecom Sector

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Telecom Sector, every show

CAPITAL ALLOCATORS Disclosure
Lewinsohn: Telecom has been Diameter's most active and profitable microcycle since COVID
“We've seen that telecom has been the microcycle that we've prosecuted the most since COVID, that's been incredibly profitable, and with limited bankruptcies.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 36:56 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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