AMT, CCI, SBAC

TMT


Highlights

The presenter is long a basket of the major tower stocks, including American Tower (AMT), Crown Castle International Corp. (CCI), and SBA Communications Corp. (SBAC), and expects wireless capex to continue to be a tailwind for these companies. He mentioned that CCI had just reported solid earnings the day of the Forum, but focused his discussion on the longer-term, secular drivers supporting growth in this niche segment of the market.

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Idea Discussion

Commentor 1 - 2 weeks ago

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