American Tower (AMT) · page 5 of 118
This is a short-seller research note introduction.
Research note · executive_summary · frame_problem · dense density
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Audience Definition slide · 70%
Investors think that because wireless data usage in the US is growing rapidly, AMT will continue to deliver strong growth.
Narrative foundations (from the Storymakers methodology) slide · 60%AMT pulls the wool over investors' eyes by operating a de facto lending business overseas, often entering into transactions where it will overpay for towers in exchange for carriers overpaying rent.
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