12-10-2021, 08:14 PM
(12-10-2021, 02:22 PM)rnsmth Wrote: I hold O and DLR.
I do not hold CCI or AMT, but I think jvincen follows them I do not know if he has migrated over here.
Yes JVincen has written in detail about CCI and to some extent AMT. CCI is mostly US based, invested heavily in 5G small cells towers and fiber, I think they have 3 major customers (I could be wrong).
AMT is also in towers, but are an international company. They recently acquired Coresite a data center business, this concerns me as this is not AMT's strength.
CCI is a smaller company than AMT.
I hold O, DLR, AMT and CCI.