Carson Block: We Never Told AMT About Our Report

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July 17 (Bloomberg) -- Muddy Waters Founder and Director of Research Carson Block discusses rating American Tower a "strong sell" with Erik Schatzker on Bloomberg Television's "Market Makers." (Source: Bloomberg)

D.c. this as a phenomenon and other u.s. companies and are you looking for another case similar?

I know it was not covered so much in the u.s. when we shorted olan, but it is a bit of a parallel.

It was born in africa and around 2008-2009 they put the pedal to the metal acquiring assets and made a lot of the same mistakes.

Interesting to look at a case study, because if they cannot invest aggressively in markets that they know very well, then how can these u.s. companies who want to simultaneously enter 5 u.s. markets in a given year, how can they do it in an address properly?

You have clearly opens up a new chapter for many waters targeting an american company for the first time.

Are you at all concerned that your lining yourself up against the entire capital market centered enterprise but the largest and most liquid capital markets here in america.

19 sell-side analyst of a buy rating on the stock.

Plus, the regulatory enterprise.

We already approached the sec.

We filled out the whistle-blower form before the report went out.

I am always happy to speak with regulators.

I have done so on numerous occasions.

I am happy to do so in this case.

Are you looking at other american companies?


We tend to get really focus on one company at a time, but we think there are other names out there.

There is consistency between the work you have done before in china and american tower now and the consistency being emerging- market.

The you expect the work -- do you expect it will have a unifying theme?

From time to time, yes, but not necessarily.

We are considering companies that are u.s.-centric.

This was a long time in the making.

Why did it take so long?

Will it take another 10 months before we see your next report?

The reason it took so long as i headed nose job in december.

I broke my nose in december and that took me out of the game for a couple of months.

It was a basketball injury.

Take of the next one could be less than a year.

-- the next one could be less than a year.

Really too bad we did not hear back from american tower because it is important to present both views.

The shares have come back.

It is pretty much flat on the day.

They have been climbing.

Here is the intraday price chart.

Our goal was for people to read it.

People are reading this and digesting its in the company response.

We're talking about two different things.

I believe the stock should be mid-forties, absolutely.

The conviction level is the same.

You think the company has a value.

Person what here for an exclusive interview.

This text has been automatically generated. It may not be 100% accurate.


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