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)
John Malone's Liberty Companies + Investing in Kinder Morgan - Anthony Morley - Delphi Value Investments
Value Investing in India - Gobinath Balasubramanian, Chief Investment Officer of GB Investments
Real Estate Market opportunities via government regulations - Nick Berry and Cam Rock - Berry-Rock Capital
Interview with Jason Rivera - Chairman, CEO, and Founder of Rivera Holdings LLC.
Interview with Matt Millard from MRM Properties, Value Investing in Real Estate
Adam Mead - Mead Capital Management
Christian Olesen - Two Investment Ideas: An Arbitrage Opportunity + An Undervalued Sector in an Expensive Market
John King - Tribal Leadership - A New Model For Activism
Nate Tobik - Investing in Banks
Liberty SiriusXM Group - Anthony Morley
Erin Houston, CEO of wearwell
Concentrated Portfolios, Retail, Supermarkets, Interest Rate Sensitive Banks -- Geoff Gannon
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