<p>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.</p>

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.

<p>Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model,&nbsp;position in the AI infrastructure ecosystem, competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.</p>

Nicholas Lieb on Vertiv (VRT)

Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.

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Nicholas Lieb on Vertiv (VRT)

Nicholas Lieb on Vertiv (VRT)