Letters by company

Vertiv Holdings Co

1 letter discussing VRT. Everything written about it on this site is on its ticker page.

Ithaka Group — US Growth Strategy Commentary Ithaka US Growth Strategy initiated Micron and Sandisk, eliminated Oracle, and retained a concentrated focus on businesses with durable secular tailwinds, pricing power, and cash generation. It attributes relative strength to cybersecurity, software, and mega-cap technology, while examining AI-spending risks and the investment cases for CrowdStrike, Microsoft, ServiceNow, Lam Research, Vertiv, Credo, and Robinhood. 3rd Quarter 2026 CRDO $28BCRWD $248BHOOD $76B