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Read more: We interviewed Wall Street's 8 top-performing investors to get their best ideas for 2019 See below for full explanations from the top-ranked fund managers who identified cellular towers as a major investment theme for 2019. The company's business model is simply to collect rent from telecom carriers that need to put equipment on those towers in order to get signal to their customers. The stock is $160 instead of $30 now as it's traveled up with earnings growth." "AMT has differentiated itself from other tower companies in the US by investing abroad in emerging markets like India and Nigeria, where wireless data growth is on an even steeper growth trajectory." "American Tower is a cell tower business whose opportunity was created by the market environment.
As said here by Joe Ciolli