Posted on 5/28/19
American Tower: Steady Growth With 5G Exposure
American Tower is one of the largest global cell tower REITs, operating a portfolio with over 170,000 communication sites. They have over 40,000 macro towers, which . . .
Posted on 1/1/19
The Sin Industry: Altria's Diversification Through Vaping And Cannabis
Altria Group (MO) has invested $12.8B in Juul Labs, representing a 35% stake in the company. They valued Juul at $38 billion, which is almost 2.4x . . .
Posted on 12/17/18
Losing The Race: Under Armour's Downward Trajectory
The story of Under Armour seems to be the classic entrepreneur fable – football guy lives in his grandma’s basement, selling shirts, and makes it big . . .
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