EPISODE · Aug 31, 2021 · 48 MIN
Riding America's Connectivity Wave
from MAGELLAN - In The Know · host Magellan Asset Management
“We don't go online anymore. We exist there”. This is a phrase used by Jay Brown, CEO of Crown Castle America’s largest provider of communications infrastructure. In this episode, Jay talks with Magellan’s Chairman and CIO, Hamish Douglass, about the evolution of this extraordinary business which delivers ever-expanding 4- and 5-G data networks to customers across the United States. We’ll hear about a business model which Jay Brown describes as one of the best business models he’s ever seen; and how, through asset acquisition and lease-back, the company provides win-win solutions for operators, customers and shareholders alike. Now, from macro communications towers to small cell networks, we’ll find out how Crown Castle continues to further penetrate the American market and its insatiable appetite for all things data and connectivity.
What this episode covers
“We don't go online anymore. We exist there”. This is a phrase used by Jay Brown, CEO of Crown Castle America’s largest provider of communications infrastructure. In this episode, Jay talks with Magellan’s Chairman and Chief Investment Officer, Hamish Douglass, about the evolution of this extraordinary business which delivers ever-expanding 4- and 5-G data networks to customers across the United States. We’ll hear about a business model which Jay Brown describes as one of the best business models he’s ever seen; and how, through asset acquisition and lease-back, the company provides win-win solutions for operators, customers and shareholders alike. Now, from macro communications towers to small cell networks, we’ll find out how Crown Castle continues to further penetrate the American market and its insatiable appetite for all things data and connectivity.
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Riding America's Connectivity Wave
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