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Expedition Infrastructure Partners Supports OTG Acquisition Corp. I, a Newly Closed $230 mm SPAC Targeting the Digital Infrastructure Ecosystem
Prnewswire· 2025-09-17 20:45
Accessibility StatementSkip Navigation NEW YORK, Sept. 17, 2025 /PRNewswire/ --Â Expedition Infrastructure Partners ("XIP") is pleased to announce its role as strategic institutional advisor to OTG Acquisition Corp. I (NASDAQ: OTGAU, "OTG"), which has raised $230 millionin its recently closed initial public offering. OTG is targeting businesses across the Digital Infrastructure Services sector, a market experiencing unprecedented growth driven by data proliferation, artificial intelligence, high-performance ...
Dell Technologies: Acceleration Unlocked; Upgrade To Strong Buy On Enterprise Tailwinds
Seeking Alpha· 2025-05-07 06:34
公司研究 - 戴尔科技是全球IT基础设施、商用PC和云解决方案的领导者,业务涵盖基础设施解决方案集团、客户端解决方案集团和VMware [1] - 研究机构对戴尔科技给予"强力买入"评级,目标价135美元 [1] - 看好戴尔科技的两大催化剂:结构性变化和暂时性错位带来的投资机会 [1] 研究方法论 - 采用结构化、可重复的框架识别具有持久商业模式、现金流潜力被低估和资本配置合理的公司 [1] - 结合严格的基本面分析和高质量判断驱动流程,避免噪音、叙事和过度复杂的预测 [1] - 估值基于务实的行业相关倍数,针对每家公司的商业模式和资本结构进行调整 [1] - 研究重点倾向于被低估的公司,这些公司正在经历结构性变化或暂时性错位 [1]