In the US, tower companies have enjoyed a 20-year growth tailwind that shows no signs of fatigue. The population of wireless subscribers has grown at a high single digit rate, from fewer than 130mn in 2001 to 440mn in 2018. In turn, network standards have evolved – from 2G (voice, SMS; 2000-2006) to 3G (mobile […]
Category Archives: [AMT] American Tower
[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
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Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
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Continue reading →[TDY] Teledyne
[TDY] Teledyne
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s [...]
Continue reading →[CTAS] Cintas [UNF] Unifirst [VSTS] Vestis
why Cintas wins
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing [...]
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Continue reading →[GFL] GFL Environmental
GFL update
(all $ are Canadian unless otherwise specified) I first wrote up GFL nearly 2 years [...]
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