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DL
Duc Long Hoang
@duchoang · Jul 13

$AMT is one of my favorite stocks. Absolutely bulletproof model. Plus, it's got a nice bounce right now. Anyone investing? Nice upside potential for me too 🤔

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DD

Thanks for the tip :)

AY

I'm thinking about it right now 🙂 I personally think that there are never enough really good companies in the portfolio 😁 but there are a few really good ones so you can keep the number in the dozens 🙂

DL

Well, it's... now it's a question of whether it's properly priced

JB

Revenues are up nicely for them, I just see there net profit declining from 2021 to 2022 while revenues were rising. Otherwise, on the face of it, it doesn't look bad.

DL

That's probably a big investment in construction, right?

MP

I've been watching it, too. The business is great, the price is low, but I don't think I want to expand my portfolio any further.

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