Objective stock analysis focused on quality compounders for long-term investors.

Vertiv Stock: AI Infrastructure Play at a Reasonable Price

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As an investor, I gravitate toward quality compounders. These are generally asset light companies with wide economic moats, predictable revenue, high margins and a history of growing earnings and free cash flow. This is underpinned by high returns on invested capital (ROIC). Think Visa’s network effects or Microsoft’s entrenched software ecosystem. Vertiv Holdings Co. (VRT) […]