American Tower: Signals and Stability - [Business Breakdowns, EP.188]
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This is business breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. And we are here.
to bring them to you. To find more episodes of Breakdowns, Check out joincolossis.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Welcome back to business breakdowns. This is Matt Russell, and today we are breaking down
the communications giant, the infrastructure asset that is American Tower. To break down American Tower, I'm joined by William Hurd, founder and CIO of Herd Capital Management. William founded Herd Capital in two thousand eleven. Today the firm manages two million in assets. holds about fifteen to twenty names and has a very specific criteria for investing in companies.
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