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Andvari Associates's investment thesis on SBA Communications ($SBAC) — Q4 2024 | Buyside Digest

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$SBACNASDAQSBA Communications

BULL

Andvari Associates—SBAC

Fund Letter

Q4 2024

Published January 20, 2025

View Fund Profile

$190.95USD

+0.8% vs last month

$196.83Pitched

-3.0% since pitch

Market Cap$19.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

SBA Communications possesses high-margin operations with robust pricing power secured by structural real estate barriers and persistent global mobile data expansion. While its share...

— Douglas Ott

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