Terrier Investing
Long only, value, hedge fund manager

ADT: Time To Eat Your Shorts

1. Company and Industry Overview

ADT is the leader in the home security market. Servicing ~6.5M residential and SMB customers, ADT holds over 25% market share in residential and 13% in small business. The market is extremely fragmented. On the residential side, the next-largest competitors, Vivint...

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