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Apr 24, 2023 · In the first quarter of this year, CCI had an average number of tenants per site of 2.4, which contributes to a weighted average cash yield on invested capital of 12.2% across the tower...
Jul 14, 2020 · The Big 3 U.S. tower companies – American Tower (NYSE: AMT), Crown Castle (NYSE: CCI) and SBA Communications (NasdaqGS: SBAC) – each have their own approaches to the market. It is interesting to see how they currently derive their revenues. AMT follows a tower-only strategy.
May 31, 2023 · The telcos simply cannot put huge antennas on a few towers and call it a day. CCI is a buy.
Feb 24, 2022 · What Does More Tenants Look Like? CCI is creating leverage on the miles of fiber beneath the small cells: CCI
- Step 1. Identifying A Long-Term Inexorable Trend
- Step 2. Understanding The Value Chain
- Step 3. Choosing Which Companies to Focus on
- Step 4. Analyzing The Shortlist with Real Intrinsic Value Recognition
- 4.1. Is CCI A High-Quality Company?
- 4.2. Is CCI Trading at An Attractive Price?
Wherever possible, we prefer investments that benefit from an inexorable trend – the sort of long-term trend that cannot be disrupted by geopolitics, elections, pandemics, wars, etc., the sort of trend that we can be confident will continue for decades into the future, and the sort of trend where we may be wrong in magnitude, but where we are very ...
Once we have identified an inexorable trend and have conducted sufficient research and analysis such that we are confident in its duration, stability, resilience and size, the next stage is to understand the economic implications of the trend. To do this, we need to start with the value chain – which industries and companies will benefit from the t...
We are often asked how a reasonably small investment team can compete with the huge banks when it comes to equity research- how can we possibly analyze thousands of companies? The simple truth is that when investing thoughtfully and carefully, there is no need to analyze lots of companies. Once we have gone through the work to identify the long-ter...
Once we have narrowed down our shortlist, we can then begin trying to answer the two questions at the heart of our process: 1. Is this a high-quality company? 2. Is it trading at an attractive price? Obviously, our earlier analysis has already begun to answer some of the questions around quality here, but there is still some more work to do. For th...
Firstly, it is reasonably quick and easy to determine that CCI has displayed a high-quality history, as the industry would define it. This business has generated extremely consistent cash returns on capital: Source: Factset Two obvious next questions are: 1. Is there a moat/competitive advantage in the legacy business to ensure that CCI can continu...
Given the long-term nature of CCI’s contracts, and the huge visibility around its underlying demand driver, it would be fair to expect that the market would do a reasonable job of valuing CCI as a company. However, as always, the market takes too short term a view and does not give CCI credit for the huge potential value they can create by building...
It can take up to 42 days from the day all parties involved hand in their mutual exchange forms to their landlords and permission to move has been received. Timescales for moving into your new home will depend on your exchange. Multi swaps may take longer as multiple parties are involved.
Officially an HMO is a property with three or more tenants: Three tenants live there – and form more than one household. Toilet/bathroom/kitchen facilities are shared by tenants. A ‘large HMO’ is as the one as above, but has at least five tenants live there, forming more than one household.
People also ask
Does CCI have a rent bump?
Does CCI own a cell tower?
How much would CCI's Affo & site rental revenue grow this year?
Will CCI return to 7-8% annual growth after 2025?
How many tenants live in a large HMO?
Is CCI a good investment?
