310 Value’s Newsletter
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Unpacking DigitalBridge's Fourth Quarter
If you want complicated, you’ve got it.
310 Value
Mar 4
8
6
Share this post
Unpacking DigitalBridge's Fourth Quarter
310value.substack.com
Copy link
Twitter
Facebook
Email
February 2023
High-Quality Compounder Hidden in a Commodity Business – Orion Engineered Carbons
Short article on an interesting situation. Orion Engineered Carbons (“Orion”) is valued as a commodity business, yet half of its earnings come from a…
310 Value
Feb 3
6
3
Share this post
High-Quality Compounder Hidden in a Commodity Business – Orion Engineered Carbons
310value.substack.com
Copy link
Twitter
Facebook
Email
January 2023
What Does 2023 Have in Store for DigitalBridge?
2022 was an interesting year for DigitalBridge (“Digital” or the “Company”) with strong performance of their portfolio companies (for the most part), a…
310 Value
Jan 7
3
2
Share this post
What Does 2023 Have in Store for DigitalBridge?
310value.substack.com
Copy link
Twitter
Facebook
Email
December 2022
Revisiting eDreams After Q2 Print – Prime is Working, What’s the Endgame?
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…
310 Value
Dec 23, 2022
4
Share this post
Revisiting eDreams After Q2 Print – Prime is Working, What’s the Endgame?
310value.substack.com
Copy link
Twitter
Facebook
Email
November 2022
Ammo's Bad Quarter - Prescription For Next Steps
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…
310 Value
Nov 15, 2022
2
Share this post
Ammo's Bad Quarter - Prescription For Next Steps
310value.substack.com
Copy link
Twitter
Facebook
Email
AMMO Inc. Urvan Group Settlement is Welcomed News - Next Steps......
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…
310 Value
Nov 7, 2022
2
Share this post
AMMO Inc. Urvan Group Settlement is Welcomed News - Next Steps......
310value.substack.com
Copy link
Twitter
Facebook
Email
October 2022
Ammo’s Recently Settled Lawsuit is Full of Insights and Possibly Some Smoking Guns
In the last couple of months, several issues have come to light regarding Ammo Inc. (“Ammo”) including: a possible undisclosed related-party…
310 Value
Oct 18, 2022
7
Share this post
Ammo’s Recently Settled Lawsuit is Full of Insights and Possibly Some Smoking Guns
310value.substack.com
Copy link
Twitter
Facebook
Email
Revisiting eDreams Ahead of Q2 Earnings Call; Anniversary of 2021 Capital Markets’ Day
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…
310 Value
Oct 12, 2022
6
Share this post
Revisiting eDreams Ahead of Q2 Earnings Call; Anniversary of 2021 Capital Markets’ Day
310value.substack.com
Copy link
Twitter
Facebook
Email
September 2022
Unpacking and Challenging Ammo Inc.’s Separation Plans
Unpacking and Challenging Ammo Inc.’s Separation Plans Ammo Inc. issued a press release on August 15th (see here…
310 Value
Sep 26, 2022
3
Share this post
Unpacking and Challenging Ammo Inc.’s Separation Plans
310value.substack.com
Copy link
Twitter
Facebook
Email
Ammo Inc.’s Management Gives Activist Shareholder Plenty of Ammunition
I first became aware of Ammo Inc. (“Ammo”) after reading Brandon Beylo’s article on it last year…
310 Value
Sep 23, 2022
2
Share this post
Ammo Inc.’s Management Gives Activist Shareholder Plenty of Ammunition
310value.substack.com
Copy link
Twitter
Facebook
Email
Texas Pacific Land Corporation - A Remarkable Company with Abhorrent Governance.
Texas Pacific Land Corporation - A Remarkable Company with Abhorrent Governance. Texas Pacific Corporation Is a 100+ year old company, which started out…
310 Value
Sep 17, 2022
11
2
Share this post
Texas Pacific Land Corporation - A Remarkable Company with Abhorrent Governance.
310value.substack.com
Copy link
Twitter
Facebook
Email
Archaea Energy: An Early-Stage Compounder and the Implications of Landfill Gas for Waste Haulers
Archaea Energy is one of the more interesting companies in the renewable energy space. Before getting into why this is the case, let us start with a…
310 Value
Sep 6, 2022
8
Share this post
Archaea Energy: An Early-Stage Compounder and the Implications of Landfill Gas for Waste Haulers
310value.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts