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 […]
[APPF] AppFolio
AppFolio and the business of property management software
January 6, 2025
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can [...]
Continue reading →SAMPLE POSTS
scuttleblurb 2024 content review
December 26, 2024
Happy holidays everyone, This post will kick off an annual tradition where I provide brief [...]
Continue reading →[SNA] Snap-On
[SNA – Snap-On] when brand meets distribution
December 12, 2024
Snap-On’s origin coincides with that of the US auto industry. In 1920, an engineer by [...]
Continue reading →[SSD] Simpson Manufacturing
what did Warren Buffett see in Simpson Manufacturing?
November 25, 2024
The next time you find yourself at the site of a half-built home, direct your [...]
Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 2
November 4, 2024
Related post:Wise and the business of cross-border transfers: part 1I concluded part 1 describing how, [...]
1 Comments
Continue reading →