This company provides digital infrastructure technology
It’s actually amazing that this unheard of company is one of the best performing SPACs of all time. In hindsight not difficult to see how a data centre supplier wouldn’t do great.
In fact, according to this list it might be the best performing SPAC ever.
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Added more to the portfolio today 
Now up 24% on the commons and over 100% on the options
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Vertiv Holdings Q1’24 Earnings Highlights:
Adj EPS: $0.43 (Est. $0.36) 
Revenue: $1.64B (Est. $1.62B)
Organic Orders Growth: 60% YoY
Raised FY24 Guidance:
Adj EPS: $2.29 - $2.35 (From $2.20-$2.26) Vs. $2.30 Est.
Revenue: $7.54B - $7.69B (From $7.515B-$7.655B) Vs. $7.63B Est.
Q2 Forecast:
Adj EPS: $0.53 - $0.57 (Est. $0.55) 
Revenue: $1.90B - $1.95B (Est. $1.90B)
Operational Highlights:
Reported 60% organic orders growth, with a book-to-bill ratio of 1.5x.
Q1 operating profit of $203M, with adjusted operating profit of $249M, up 42% from Q1 2023.
Accelerated capital deployment with $600M in share repurchases.
CEO Giordano Albertazzi’s Commentary:
“Vertiv’s robust momentum in 2023 continued into Q1 2024, led by strength in orders, exceeding our expectations and reflecting increasing pipeline velocity and acceleration of AI-driven demand.”
“AI is quickly becoming a pervasive theme across our end markets, necessitating changes and upgrades to critical digital infrastructure.”
Executive Chairman Dave Cote’s Insight:
“Delivering strong performance across the board, Vertiv is demonstrating its potential, driven by continued strides in improving execution and building a high-performance culture.”
“The data center market remains extremely positive for the foreseeable future, and Vertiv is well-positioned for continued growth and operational improvement.”
Do I need any more VRT … at this rate I’m going to end up with another 200 
Is that bad thing
Ok, now officially in this.
Wanted it closer to 0.80 but that maybe unrealistic so bought a small holding around 0.85
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Welcome to the VRT club 
Targets raised to $150 and dividends up 50% too