Skip to Content

Does MM like the “Digital Infrastructure space”?

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

Ask a question

The Latest Q&A

Question asked

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.


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.


image description
American Tower Corp (AMT US)
image description

Relevant suggested news and content from the site

Back to top