Vertiv, a former Emerson subsidiary, successfully transitioned from a turnaround to a growth story driven by high demand for data center infrastructure and AI applications. Operating leverage on ...
I was wrong about Carvana, and after another 150% gain, I still believe its 70x forward P/E is deceptive. Here's the data that shows why Carvana is a tech platform. Forget gross profit per unit; one ...
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