I had a blast chatting with Evan Bleker who runs Net-Net Hunter. We discussed an interesting little company that many of you may be familiar with called ADDvantage Technologies Group, Inc. (AEY).

[00:35] Overview of ADDvantage

[1:23] The 5G Rollout

[2:05] How 5G Cell Towers Work

[4:13] The Impact of COVID on ADDvantage

[5:15] What it will take for the company to breakeven

[6:18] The Delta COVID strain & Telecom Companies

[7:52] The company may go bankrupt

[9:53] Large upside in stock if they don't go to 0

[11:41] Brief discussion on American Tower (AMT)