Kerrisdale's Adrangi: Why I'm Shorting Dish Shares

The video discusses Dish's spectrum value, focusing on its AWS4 spectrum, which is set to expire in three years. The spectrum is nonstandard, making it less attractive to major carriers like AT&T and Verizon, who are unlikely to pay a premium for it. The FCC has set a deadline for Dish to build out its spectrum, which it has not met, leading to potential reversion of the spectrum to the government. The market is beginning to realize the implications of this deadline, affecting Dish's stock value. Technological advancements in LTE and 5G are also influencing spectrum needs.

What factors contribute to the market's perception of Dish's stock value?

In what ways has technology impacted the demand for Dish's spectrum?