Jed Dorsheimer

Analyst, William Blair
· tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
VRT long +31.7%
Worst Calls
No live losers yet
Most Mentioned
VRT ×1
Recent Calls
VRT long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +31.7% Long Return +31.7% Short Return -
Average Return
7d +6.3%
30d +3.6%
90d +32.7%
Result
Result
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Ticker
Side
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Opened
Entry
P&L
Thesis
Theme
Source
VRT Vertiv H... Vertiv Holdings Co ...
Long
Mar 05
$249.75
+31.7%
Dorsheimer states explicitly, "You need to have VRT (Vertiv) as a core holding." Despite the stock running up, the maintenance and service side of the business hasn't fully flowed into the model yet. Tech firms pledging to bring their own capacity/subsidize power acts as a massive underwritten subsidy for infrastructure providers. Long Data Center Infrastructure (Cooling/Power) as the physical enablers of the AI boom. Valuation concerns after a 29% YTD run-up; execution risks in supply chain.
Dorsheimer states explicitly, "You need to have VRT (Vertiv) as a core holding." Despite the stock running up, the maintenance and service side of the business hasn't fully flowed into the model yet. Tech firms pledging to bring their own capacity/subsidize power acts as a massive underwritten subsidy for infrastructure providers. Long Data Center Infrastructure (Cooling/Power) as the physical enablers of the AI boom. Valuation concerns after a 29% YTD run-up; execution risks in supply chain.
AI/Semi
YOUTUBE
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