Crown Castle: Turnaround Continues, But Valuation Leaves Little Room For Error

Core Insights - Crown Castle has undergone significant changes, including the divestiture of small cells and fiber, a CEO change, and a dividend cut to refocus on its core tower business, which has led to a decline in stock value [1] Company Overview - The company has a long history of research and analysis, with over 10 years of experience in evaluating various sectors, including commodities and technology [1] Investment Focus - The company has shifted its focus towards value investing, particularly in sectors such as metals and mining, consumer discretionary/staples, REITs, and utilities [1]