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Feb 24, 2022 · CCI is my second largest holding. Only AVGO is larger. I have always favored CCI because of the location of their domestic business (large urban areas) and the small cell business which is made...
- 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...
You can ask the current tenant if they know their landlords stance on pets or check with the landlord themselves. Will I have the same rights if I swap my home? When you exchange you may find that your tenancy terms will be different, for example you may lose the right to buy.
Aug 9, 2021 · In 2017, the last time management updated the stat, AMT reported an average of 1.9 tenants per tower. Because costs to operate a tower are the same regardless of the number of tenants per tower,...
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...
Oct 7, 2024 · Between 2010 and 2023, the number of second homes in England surged 65% (170,000) to 482,000. So, who is facing the council tax premium - and can you get around it? We've got all the details...
From 1 April 2025, you can be charged up to 2 times your normal Council Tax. Your council will decide whether the property is a ‘second home’ and whether to charge this additional tax.
People also ask
How does American Tower compare to CCI?
Does CCI own a cell tower?
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Does CCI have a rent bump?
Do I have to pay council tax on a second home?
How much will the second home council tax premium cost?
