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Fri May 2nd 08:52 AM | Rating: 0 0
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Is Iron Mountain Just a Pile of Paper?

Interesting you mention the digital world but they are fast becoming the leader in digital archiving and backup solutions. Their core business is not going away in fact a slower economy is likely to force businesses looking to down size to move more files off site. On top of it all their assets are mission critical to private sector and government entities alike (ask the Patent/Trademark office what they would do if their vault at IRM's secret underground facility didnt exist). So lets see, core recurring base exceptionlly strong and growing at decent pace, irreplaceable assets, high barriers to entry, rapidly growing digital presence. Oh and they just reported good numbers. No wonder your short is now under water. Hope you've covered, because your analysis is exactly what your position is...short.
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