Within Digital there are several relationships that have the potential to impact real or perceived objectivity and independence. You and Mark are close personal friends and you used to work for Mark. You are both full time professional directors whose primary source of income is from directors fees, you both serve on four REIT boards, you both attend the same NAREIT conferences and deal with the same REIT investment community, and you are both very likely to be contacted as a reference for the other when you seek positions on other REIT boards. Andy Power used to work for Mark and now serves as a director at Americold where Mark is chairman. Greg Wright used to work for Mark, they are personal friends and Greg now serves as a director at Paramount where Mark is also a director.$Americold Realty(COLD)$ $Paramount Group(PGRE)$
【做空DLR是我目前空方最好的想法】
$英伟达(NVDA)$ 出了一份不错的财报,没想到涨幅更大的居然是$数字房地产信托(DLR)$ ,目前股价130美金/股,市值达到了400亿美金。截止6月30日,公司负债177亿美金,其中172亿美金是非受保(unsecured)的债务,债务/EBITDA率为6.8x,企业价值(EV)/EBITDA率为...