Vodafone Follows BTs Hunt for U.K. Telecom Assets

The transcript discusses the ongoing consolidation in the telecom sector, highlighting potential mergers like Vodafone and Liberty Global, and BT's strategic moves. It also covers Altice's acquisition strategies in Portugal and the broader European market. The discussion includes financial strategies, historical context, and potential risks associated with telecom investments.

Discuss the significance of Altice's increased bid for Portuguese assets.

What lessons can be learned from Vodafone's past experiences with large acquisitions?