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…
2
If you want complicated, you’ve got it.
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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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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…
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…
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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In the last couple of months, several issues have come to light regarding Ammo Inc. (“Ammo”) including: a possible undisclosed related-party…
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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