Iron Mountain: Derisked Fundamentals Make The Bull Case Attractive (Rating Upgrade)
Core Viewpoint - The analyst previously assigned a hold rating to Iron Mountain (NYSE: IRM) due to near-term risks and high valuation, while maintaining a positive outlook on long-term growth drivers [1] Company Analysis - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing a blend of value investing principles and long-term growth [1] - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them to allow for compounding of earnings and shareholder returns [1]