American Tower: Market Is Complacent On Risk Of Disruption From Satellite Internet

Group 1 - American Tower Corporation (NYSE: AMT) has experienced a challenging 2024 due to volatility in international operations and domestic consolidation churn [1] - The company is now finding its footing again, indicating a potential recovery phase [1] Group 2 - The article highlights the investment approach of Julian Lin, who focuses on identifying undervalued companies with secular growth potential [1] - Lin emphasizes the importance of strong balance sheets and management teams in sectors with long growth runways [1]