Yes, Apollo (and followers) can be the big winner with ADT stock… BUT, not until ADT cuts off its big old rusty heavy anchor. We reference their several million “deterrent” type subscription customers that were told to expect rapid police response, but now only have expensive blue warning signs, and very slow or no site response. Not related to the pandemic issues, but systemic trend for several years. Expect very high attrition of future revenue and earnings, and related legal issues. Note, Monitronics bankruptcy for similar reasons. Question? is ADT still a leader with its heavy fragmentation and stigma(s)??
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ADT / Apollo Stigma
JH
John Honovich
Sep 24, 2020LJ
Lee Jones
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