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.