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DigitalBridge: Margin Of Safety For AI Infrastructure (Rating Upgrade)

I covered DigitalBridge Group ( DBRG ) in December , rating it a Hold because of mixed feelings about its management fees and the fact that management was waiting until Q4 to announce certain things. Since then, they have done more to speakI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my ...