Vertiv: The 50% Fall Isn't Enough (NYSE:VRT)
· seekingalpha.com
Why I rate Vertiv a Sell: data center cyclicality, fading customer deposits, peer valuation risk, and industry overcapacity.
Vertiv Holdings ( VRT ) just had its best quarter ever. I know it's hard to believe, because the stock has fallen roughly 21% in the last 5 days. On October 28,...