Reddit reviews Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15
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PALGRAVE MACMILLAN
I find this books the best I've read on the subject. I actually got my hands on it through the manager after a meeting with them a year back or so (apparently a pricy book). They also made a new book which I list below.
https://www.amazon.com/Capital-Account-Manager-Turbulent-1993-2002/dp/1587991802
https://www.amazon.com/Capital-Returns-Investing-Through-Managers/dp/1137571640
It's not only about fiber and telecom though.