We came across a bullish thesis on Sba Communications Corp on WorldlyInvest’s Substack. As of 2ⁿᵈ July, Sba Communications Corp’s share was trading at $237.59. SBAC’s trailing and forward P/E were 31.43 and 25.91 respectively according to Yahoo Finance.
A network of mobile towers, representing the company’s telecom business.
The thesis on SBAC is a short recommendation, based on structural headwinds that will erode the company’s growth prospects and unit economics. Historically, tower...
