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: [CCI] Crown Castle
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[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
July 30, 2026
What are scuttleslops? Old Dominion Freight Line, Q2 ‘26 Earnings Call, July 29, 2026 Old [...]
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[scuttleslops] GOOGL, TXN, Natural Gas
July 23, 2026
What are scuttleslops? Invest Like the Best interview with Matthew Smith, founder and CIO of [...]
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Boston Scientific Has to Keep Buying the Future
July 20, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Waystar, CCC, and OTC Markets [...]
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[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
July 16, 2026
What are scuttleslops? InPractise Interview with a Former Senior Director at Synopsys: EDA Front-End vs [...]
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U-Haul Bought at the Top
July 10, 2026
Upcoming posts (in no particular order): Gartner, Visa/Mastercard, Tractor Supply, Boston Scientific, CCC, and OTC [...]
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