Updates from the Real Money Portfolio
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
Friday File: Moving up in Quality
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Friday File: Hits and Misses on the Earnings Front
Updates on TTD, WCC, ROKU, SHOP, TOST and KNSL... plus Teqnion, Munger and more...
14 Comments Read MoreFriday File: Nibbling on High Yields
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: Selling Royalties, Buying Value and Asset Management
Motley Fool’s tease, revealed: “We’ve spotted one little-known company that’s in the unique position McDonald’s was in 60 years ago.”
Friday File: De-tease of a $5 “once in a generation opportunity”
Friday File: Revenge on Private Equity?
Buying into a private equity firm that's "stealing" our assets, plus another "royalty" buy and updates on Perimeter, Illumina, PAR, Unity Software, Avalara and more...
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Travis, looking at a one-year chart of DBRG-PH, I see last June the price dropped from mid-20’s to 17.98 in about a tw...
Travis, does the NVDA results and surge in data center investing change your thoughts on Digitalbridge (DBRG)?...
August 23, 2022 DBRG began trading based on the 1:4 reverse split... factor this into current share price and it's perfo...
If 'Digital Bridge probably overpaid for Switch (SWCH) last year', and we felt at the time that we were getting ripped o...
Funny enough, DBRG just published a valuation primer for investors this morning. Interested in your take when you have ...
I haven't seen any updates on DBRG that change my mind on that one, and it's back down to offering a nice yield, still s...
DigitalBridge (DBRG) reported earnings this week. Any thoughts on their numbers or outlook? Market did not seem to lik...
Travis... thanks as always - 1.) your thoughts on Brookfield 's "BIP USD / BIP.u CAD - it seems less impacted by macr...
Do you have a view on the DBRG equity here, besides the preferreds? Thanks....
Travis, On the DBRG equity . . . . What does your $200m in fee earnings for FY23 translate into EPS?The capital st...
DBRG preferreds were issued when the company was Colony Capital and other companies in similar business issued lots of p...
I haven't changed my DBRG position. It may face challenges for other reasons, but it's not necessarily as immediately...
First: are you still holding DBRG - how do you see it "fitting" into the AMT, GCI discussion... Second: it's interestin...
DBRG - what impact if any does the investigation of Tom Barrack for his illegal back-channel access to Trump and his adm...
DBRG - am I correctly reading the recent share price movement as a function of 1) the institutional market not understan...