
The changing world order and what it means for investors
Jun 30, 2026 - 38:42
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Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating recurring, contracted revenue from mobile operators who have few practical alternatives once a site is built. This episode o...
Cellnex: pricing power, moats and the next phase of shareholder returns is an episode from MAGELLAN - IN THE KNOW by Magellan Asset Management. Cellnex owns and operates around 112,000 telecom towers across ten European markets, generating...
This episode belongs to MAGELLAN - IN THE KNOW.
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Published Jul 28, 2026, 44:50 long, audio available.