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2022 was an interesting year for DigitalBridge (“Digital” or the “Company”) with strong performance of their portfolio companies (for the most part), a double digit percentage increase in FEEUM in the first nine months of 2022, monetization of a few investments which returned…
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NewTopCommunity
If you want complicated, you’ve got it.
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6
Short article on an interesting situation. Orion Engineered Carbons (“Orion”) is valued as a commodity business, yet half of its earnings come from a…
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3
It’s an interesting time to take a look at eDreams. In the last two months, we had an outstanding Q2 print, which shows the Prime subscription strategy…
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It was no front page news that this was going to be a bad quarter, not only did the President telegraph it at a recent investor conference, but also, it…
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Today’s news of the settlement between Ammo Inc. and The Urvan Group was welcome news. Delaying this only enriched the proxy contest defense advisors of…
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2
In the last couple of months, several issues have come to light regarding Ammo Inc. (“Ammo”) including: a possible undisclosed related-party…
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I think it is a good time to revisit eDreams given that they will soon have the anniversary of their 2021 Capital Markets’ Day, where the company…
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