Company Updates
These are updates on individual companies we are following.
Playboy Update
Paid
Members
Public
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.
