Iron Mountain: Near-Term Growth Trajectory Is A Concern
I am neutral on Iron Mountain (NYSE: IRM ). My summarized thesis is that while the long-term growth drivers—particularly its expansion into data centers and ALM—are compelling, near-term execution risks and the high valuation multiple kept me atI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe ...