Michael Blackburne’s Post

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Master of Real Estate Student at Texas A&M University | Mays Business School | Commercial Banking Program Class XII

Howdy! Buy Order! This past week the Real Estate & Financials sector (Christian Larios-Cruz, Maxwell Finnegan, Reece Jumonville, and Gauravaram Ganesh Sudhakar) in the Aggie Investment Club Equity Fund pitched Crown Castle (NYSE: CCI), a cell tower and telecommunications infrastructure company based in Houston. The fund accepted our pitch and has allocated 4.4% of our AUM for CCI. Our 2-year price target is $158.68 with an implied 62.22% upside. This interesting story with much noise is fueled by a potential fiber and small cell asset sale (~$12Bn), activist investor Elliott Investment Management L.P., a management shake-up, a current proxy fight started by a co-founder, and significant balance sheet restructuring. Attached below is our full presentation, valuation models, and in-depth investment thesis on Crown Castle. Please let me know what you think! #longAIC #ReclaimingTheCrown #RestoringTheCastle

Mary Beth Hazeldine

Helping technical experts & product specialists improve their win rate on pitches. 829 clients helped to-date with training that had an immediate, positive impact on their results. Will you be next?

6mo

Impressive analysis How will you navigate through potential activist investor interference in the future? Michael Blackburne

Connor N. H.

Finance at The University of Missouri-Columbia

6mo

Good job

#longAIC

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