#161: Discussing ADDvantage Technologies Group, Inc. (AEY)
The Intelligent Investing Podcast
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Show Notes
I had a blast chatting with Evan Bleker who runs Net-Net Hunter. We discussed an interesting little company that many of you may be familiar with called ADDvantage Technologies Group, Inc. (AEY).
Show Notes[00:35] Overview of ADDvantage
[1:23] The 5G Rollout
[2:05] How 5G Cell Towers Work
[4:13] The Impact of COVID on ADDvantage
[5:15] What it will take for the company to breakeven
[6:18] The Delta COVID strain & Telecom Companies
[7:52] The company may go bankrupt
[9:53] Large upside in stock if they don't go to 0
[11:41] Brief discussion on American Tower (AMT)