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 […]
Tag Archives: Telecom
[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
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[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
Continue reading →[MRVI] Maravai
[MRVI] Maravai Lifesciences
January 27, 2025
Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check [...]
Continue reading →[APPF] AppFolio
AppFolio and the business of property management software
January 6, 2025
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can [...]
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scuttleblurb 2024 content review
December 26, 2024
Happy holidays everyone, This post will kick off an annual tradition where I provide brief [...]
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