Group 1 - Anterix, Inc. is one of the largest specialized spectrum holders of private LTE networks in the US, indicating a strong market presence and popularity domestically [1] - The company has demonstrated strong performance in recent quarters, showcasing its operational capabilities and market resilience [1] Group 2 - The analyst has experience in the logistics sector for nearly two decades and has been involved in stock investing and macroeconomic analysis for almost ten years, focusing on various sectors including banks, telecommunications, logistics, and hotels [1] - The analyst's investment strategy includes diversification across different industries and market capitalizations, with a mix of long-term holdings for retirement and short-term trading profits [1] - The analyst entered the US market in 2020 and has been utilizing analyses from Seeking Alpha to enhance knowledge and compare with the ASEAN market [1]
Anterix: Wide Spectrum Coverage And Robust Balance Sheet To Justify Upside