William Heard, founder and CIO of Heard Capital Management, dives into the intricate world of American Tower, a leader in wireless communication infrastructure. He discusses the company's unique business model, emphasizing its extensive portfolio of over 224,000 towers. The conversation highlights the critical role American Tower plays in the transition to 5G and the growing demand for cellular services. Heard shares insights on financial strategies, REIT dynamics, and the challenges of international operations, providing a comprehensive overview of this pivotal player in the telecommunications landscape.
