SBAC Communications is examined in the context of potential disruption from satellite technology, with the creator maintaining that macro towers are a necessary component of future mobile networks.
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The Ground Up Ep 5 - Satellites Vs. Cell Towers
Aug 20, 2026
The creator discusses the future of cell towers in light of satellite communication advancements, concluding that macro towers will remain essential for mobile networks due to physics limitations on coverage and capacity. The discussion touches on various infrastructure picks and the layered nature of communication networks.
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Crown Castle is analyzed regarding the threat of satellite communications, with the creator asserting that macro towers will continue to be vital infrastructure.
American Tower is discussed in the context of satellite communication threats, with the creator concluding that macro towers will remain central to mobile networks.
Milrose Properties was highlighted as a high-yielding mortgage REIT.
Ladder Capital was discussed as a high-yielding name within the mortgage REIT sector.
Fivepoint Holdings was included in the creator's 'Halo' picks, which are businesses with mission-critical physical assets.
Vail Resorts was identified as a 'Halo' pick, representing businesses with significant physical assets that are hard to replicate.
Sky Harbor was mentioned as one of the creator's four 'Halo' picks, characterized by heavy assets and low obsolescence.
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