Overview Digital Domain Media Group, Inc. (“DDMG” or “the Company”) is a short because it loses money, has had questionable related party transactions, a confused corporate strategy that could lead to further shareholder destruction and few sustainable competitive advantages. DDMG has ~43mn shares outstanding; ~35mn of those shares are under a lock-up agreement that expires […]
Category Archives: [DDMG] Digital Domain
[IAC] IAC
IAC update: part 1
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
Continue reading →[RDVT] Red Violet
[RDVT] Red Violet and the Identity Resolution Mafia
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, [...]
Continue reading →[PYPL] Paypal
PayPal tries again (and again)
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I [...]
Continue reading →[ADYEN] Adyen N.V.
Adyen update
Upcoming posts (in no particular order): PayPal/Stripe, IAC, Gartner, Red Violet, Verisk, Visa/Mastercard Payment processing [...]
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Continue reading →[UPWK] Upwork
Does Upwork have a future?
Upcoming posts (in no particular order): Upwork, Adyen, PayPal, Gartner, Verisk, maybe Visa/Mastercard A common [...]
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