[BRO – Brown & Brown] Compounder in a Fragmented Sector

“He wasn’t just saving his own soul when he donned his coat and hat after dinner and went out again to resume his work – no, it was also to save some poor son of a bitch on the brink of letting his insurance policy lapse, and thus endangering his family’s security ‘in the event […]

[DDMG – Digital Domain] Confused Corporate Strategy, Few Sustainable Advantages

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 […]

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