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Does MM like the “Digital Infrastructure space”?

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Does MM like the “Digital Infrastructure space”?

Hi James and Team, website 3.0 looks great and I can't wait to spend some time sinking my teeth in. I was wondering if you could provide an update on the digital infrastructure industry on the whole and in particular AMT and CCI. I am particularly keen to know if their leases are linked to CPI and how they should fare in a continuing high inflation environment. Gogo the inflight WiFI business for private aviation is another company that has caught my eye, I was interested to know if you had any thoughts on the company and its potential. (General Advice Only) Thanks in Advance.

Answer

Hi Jack & thanks for the positive take on the site.

I’m not sure about CCI and AMT, could you be more specific on these companies – from my search these codes don’t relate to digital infrastructure companies. As a general comment, we like the space and have recently been running the ruler over data centre provider NextDC (NXT) after a deep correction – we think this is an area that private equity will also be looking at.

 

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American Tower Corp (AMT US)
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