Company Updates
These are updates on individual companies we are following.
Grid Dynamics (GDYN)
Paid
Members
Public
Grid Dynamics is an underfollowed technology services provider with "SaaS-like" revenue retention and even better profit margins.
Vertiv Holdings
Paid
Members
Public
Vertiv (VRT) is a large industrial player selling into the data center market. This is not a high growth name but at over $4B in revenues they can expand margins and double the share price.
