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    <title>AEA Capital Research — VRT</title>
    <link>https://aeacapitalresearch.com/positions/VRT.html</link>
    <description>Everything published on AEA Capital Research about VRT: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated).</description>
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      <title>Vertiv Holdings Co (VRT) — Standing Thesis</title>
      <link>https://aeacapitalresearch.com/positions/VRT.html</link>
      <guid>https://aeacapitalresearch.com/positions/VRT.html</guid>
      <description>Position detail: Vertiv Holdings Co (VRT) — valuation, thesis, and bull/base/bear case.</description>
      <pubDate>Sat, 11 Jul 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title>Vertiv Holdings Co (VRT) — Q1 2026 Earnings Update</title>
      <link>https://aeacapitalresearch.com/earnings/VRT-2026-q1.html</link>
      <guid>https://aeacapitalresearch.com/earnings/VRT-2026-q1.html</guid>
      <description>Earnings update on Vertiv Holdings Co (VRT): Q1 2026 Earnings Update.</description>
      <pubDate>Sat, 11 Jul 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title>Vertiv vs. Eaton</title>
      <link>https://aeacapitalresearch.com/comparisons/data-center-infra-vrt-etn.html</link>
      <guid>https://aeacapitalresearch.com/comparisons/data-center-infra-vrt-etn.html</guid>
      <description>The pure-play data-center thermal/power specialist I hold against the larger, more diversified industrial electrical-equipment name I don't.</description>
      <pubDate>Sat, 11 Jul 2026 00:00:00 GMT</pubDate>
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