Take Aways From Connect (X) 2019: High Multiples, Bright Horizons

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Originally posted to Inside Towers With the closing of the Connect (X) conference yesterday and its myriad of distracting activities, some of the best observers were the market analysts who have clients with skin in the game. “We used to call this ‘the tower show,’”said Jenifer Fritzsche, Senior Analyst with Wells Fargo Securities, “but based on our meetings at this year’s event, it is clear the net is a lot bigger than just towers.” Wells…

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