))
Nicholas Lieb on Vertiv (VRT)
Manage episode 523479167 series 3697950
Content provided by Bastion Fiduciary. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bastion Fiduciary or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model, position in the AI infrastructure ecosystem, competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.
6 episodes
Share
