Dan

Dan@dan_tmt

I wanted to try Verizon’s new Simplicity plan because it comes out to $15/month with my Fios bundle. I haven’t used a major carrier in years and figured it would be nice to have actual stores and “white glove” service again. Bought a new phone at the Verizon store. My number

tweeted Mon, Aug 24 · counted from Tue, Aug 25 close

Dan@dan_tmt

I've spent way too much time reviewing $CABO. Even at <$24, it still doesn't seem to be very compelling on a risk adjusted basis.

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close

Dan@dan_tmt

$ATNI just completed the sale of their 214-tower portfolio for $297.3m to Everest at ~25x EBITDA. This is a very rural portfolio in the southwest. The most susceptible to satellite disruption. I continue to think the public valuations are disconnected from reality. $SBAC

tweeted Thu, Aug 6 · counted from Fri, Aug 7 close