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22
Oct
Challenging Your Investment Thesis: Vertiv (VRT)

Challenging Your Investment Thesis: Vertiv (VRT)

Consensus Thesis: A Pure-Play Infrastructure Winner of the AI Age Vertiv is celebrated as a prime beneficiary of the data
4 min read
22
Oct
Challenging Your Investment Thesis: Eaton (ETN)

Challenging Your Investment Thesis: Eaton (ETN)

Consensus Thesis: A high-quality compounder to play the energy transition megatrend Eaton is widely viewed as a high-quality industrial compounder,
4 min read