Transcript
Introduction
Compound248
I am Compound248, and today we are pleased to announce and kick off a Business Breakdown mini-series focused on digital interest structure. Over the coming months we will break down a handful of companies that are key players in the digital infrastructure asset class, an asset class that undergirds and powers all modern digitally connected experiences. Everything from streaming video to business collaboration tools to crypto mining to your everyday internet experience. And we are pleased to be bringing you this podcast in partnership with Roundhill Investments, the advisor to the Roundhill IO digital infrastructure ETF BYTE, which trades on the New York stock exchange under the ticker symbol, B-Y-T-E. The fund tracks the BYTE index, which measures the performance of 40 leading global digital infrastructure businesses, such as towers and mobile communications, fiber and fixed line connectivity and data centers.
Our hope with this mini series is to give you an understanding of the businesses that underpin our modern lives, giving us an almost magical, ubiquitous connected existence. How is it for example, that Netflix based in Seattle is able to deliver a perfect streaming experience to your phone in the backseat of a New York City taxi cab? Digital infrastructure powers that experience. This inaugural episode of the digital infrastructure Business Breakdown miniseries will begin with one of the broadest most important companies in the industry, DigitalBridge, a company that is part private equity firm, part asset owner, and part infrastructure operator of assets across the digital infrastructure spectrum.