Nice read! I am curious what you think about their debt load. Has gone up from 168b to 181b at end of 2025, and I think it went up again in Q1. It could put a dent in dividends.
Glad you enjoyed. Unfortunately, telecoms are going to forever have huge debt loads due to their CAPEX intensive businesses. I think that’s why a lot of investors stay away from them. High debt leads to lower growth. Say compared to V or MA. But I believe they have their places in a income-focused portfolio. I like aggressive management z I think they will work to bring it down over time. But it’ll always be high.
Nice read! I am curious what you think about their debt load. Has gone up from 168b to 181b at end of 2025, and I think it went up again in Q1. It could put a dent in dividends.
Glad you enjoyed. Unfortunately, telecoms are going to forever have huge debt loads due to their CAPEX intensive businesses. I think that’s why a lot of investors stay away from them. High debt leads to lower growth. Say compared to V or MA. But I believe they have their places in a income-focused portfolio. I like aggressive management z I think they will work to bring it down over time. But it’ll always be high.