Take Aways From Connect (X) 2019: High Multiples, Bright Horizons

Originally posted to Inside Towers

With the closing of the Connect (X) conference yesterday and its myriad of distracting activities, some of the best observers were the market analysts who have clients with skin in the game.

“We used to call this ‘the tower show,’”said Jenifer Fritzsche, Senior Analyst with Wells Fargo Securities, “but based on our meetings at this year’s event, it is clear the net is a lot bigger than just towers.” Wells Fargo met with both public (CCI and SBAC) and private cos (six private tower cos and several other wireless/spectrum experts) in the space.

The main thing Fritzsche said she took away from the conference was continued enthusiasm around those models that touch the 5G infrastructure.

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