Glenn breaks down our position in American Tower (AMT). Its dividend history and safety The 2 major secular growth trends driving its future returns and dividend growth The switching costs and operational leverage of the tower business The risks And… Read More
Lead portfolio manager Glenn Busch breaks down our position in American Tower (AMT) The catalysts for future price appreciation and dividend Growth American Tower’s big option play The biggest risk to our investment Finally our estimate of fair value Listen… Read More
American Tower owns cell phone towers. The wireless carriers, AT&T and Verizon, used to own their own cell phone towers. But it was an inefficient use of their capital. An AT&T tower would tend to only have AT&T equipment on… Read More
Even when the stock market is showing signs of excess there are always pockets of value. One of those pockets at the start of