Matching slides 58,039
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17,311-17,340 of 58,039

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The slide uses a scatter plot to visualize acquisition costs, then transitions into a forensic accounting narrative to challenge the disclosed purchase price.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Includes analysis of AMT's purchase price allocation and reconciliation with Central Bank of Brazil records.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a bar chart to contrast historical cash injections with a large, singular 'Consideration Delta' in Q2 2011.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
23
The slide illustrates a financial distortion where capital expenditure is effectively disguised as operating revenue, leading to higher reported margins but lower actual investment returns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide discusses the impact of lease terminations and market rent resets on long-term revenue CAGR.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
26
The slide uses a stacked bar chart to decompose the value of tower acquisitions into PP&E, Customer Relationship, Network Location, and Goodwill components to identify 'lending' behavior.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
30
The text critiques AMT's reliance on CPI-linked escalators as a substitute for currency hedging, specifically highlighting the mismatch in Brazil, South Africa, and India.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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Discusses diesel reduction mandates, $128m estimated capex, 13% CAGR decline in ARPU, and Reliance 4G rollout impact.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
46
Includes specific valuation metrics and impairment calculation for AMT's German tower assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
53
Includes a bar chart comparing LTE download/upload speeds for AT&T, Sprint, and Verizon in 2012.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
54
The text argues that AMT's business model is threatened by technological shifts toward Wi-Fi and small cells, which offer lower-cost alternatives to traditional tower infrastructure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
58
The slide includes two line charts showing market trends in India and text discussing the impact of VOIP/softphones on the telecommunications industry.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
60
The slide discusses the impact of Wi-Fi based networks on traditional cellular infrastructure and highlights AMT's strategic missteps in the US market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
76
The text argues that the era of rapid revenue growth from network upgrades is ending for tower operators.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
77
The slide details a 9.5% discount factor used for the DCF analysis.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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Page 79 of 118American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
80
This page serves as a technical appendix detailing accounting assumptions for a valuation model.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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Page 82 of 118American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
85
This is a dense financial model output table covering historical and projected data for a tower infrastructure company.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
87
Includes selected data section at the bottom with EPS and JV partner metrics.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
89
Data spans from 2010 to 2023, with a mix of fiscal year-end and period-ending dates.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
90
Financial table showing operating, investing, and financing activities.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
91
The slide is blank except for the title and page number.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
92
This is a dense financial data table typical of an appendix in a research note or investor presentation.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
93
The table provides a granular breakdown of operational and financial metrics for the domestic business unit over a 14-year period.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
94
The table provides a longitudinal view of operational KPIs and financial performance metrics.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
97
Data table covering historical and projected performance metrics for US tower operations.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
98
Includes tower counts, tenant metrics, revenue breakdown, revenue drivers, CPI/FX assumptions, summary P&L, and capital expenditure details.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
99
Includes operational metrics (towers, tenants), revenue drivers, CPI/FX assumptions, P&L summary, and capital expenditure projections.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
100
Detailed historical and projected data table including tower counts, tenant metrics, revenue, P&L, and capital expenditures.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit