I had a blast chatting with Evan Bleker who runs Net-Net Hunter. We discussed an interesting little company that many of you may be familiar with called ADDvantage Technologies Group, Inc. (AEY).
Show Notes[00:35] Overview of ADDvantage
[1:23] The 5G Rollout
[2:05] How 5G Cell Towers Work
[4:13] The Impact of COVID on ADDvantage
[5:15] What it will take for the company to breakeven
[6:18] The Delta COVID strain & Telecom Companies
[7:52] The company may go bankrupt
[9:53] Large upside in stock if they don't go to 0
[11:41] Brief discussion on American Tower (AMT)
#173: The Ultimate Value Investment - Robbie Kramer
#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff
#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR
#170: Westell; A Ben Graham Net-Net; Evan Bleker
#169: Update On Solitron (SODI) - Trey Henninger
#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson
#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien
#166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera
#165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)
#164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera
#163: Eric Schleien Hosts Finance Podcast Week
#162: Discussing McCoy Global $MCB
#160: Discussing Dorian LPG trading below NAV - Braxton Gann
#159: Stealth Gas Trading Below NAV - Braxton Gann
#158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera
#157: Martin Marietta $MLM - Andrew Sather
#156: Analyzing Target Corporation $TGT - Andrew Sather
#155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather
#154: Pershing Square Tontine $PSTH - Andrew Walker
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