DCK Investor Edge: Analysts can’t seem to come to a consensus on QTS, following the company’s unexpected restructuring announcement.
QTS says Bennewitz will retire this year; company restructuring to focus on hyper-scale
Alleges former biz dev director used proprietary CapRate data to sell Bisnow events with Bisnow execs’ blessing
Says new federal law has stripped the case of significance; CLOUD Act makes clear that U.S. warrants apply around world
Packet bets there’s a market for non-cookie cutter cloud infrastructure