Dane Bowler
Value, hedge fund analyst, REITs, long/short equity

Equinix: Is The King Of Colocation A Buy?

Equinix (NASDAQ:EQIX) is among the most challenging companies to analyze as both its operations and financing have intricacies, which significantly impact its value. Only by uncovering each detail through an unbiased approach can we see its true worth. After establishing an understanding of Equinix's operations, this article will look critically at both the buy and sell theses and determine the best way to invest in EQIX.

Understanding Equinix

Equinix's facilities function as neutral hubs at which companies can become part of an ecosystem that is otherwise not available. Each company renting space at an Equinix data center has the ability to directly connect with any of the other tenants (requires counterparty agreement). Such connections afford secured sharing of...

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