发布于: 雪球转发:1回复:6喜欢:1
$数字房地产信托(DLR)$ 这个公司治理应该存在比较大的问题。刚才看了公司6月7日提交的8-K文件中披露了前任董事长Laurence Chapman因与公司董事会存在分歧的辞职声明,很有意思。现在公司董事会基本上被Mark Patterson及其同事朋友控制,这些人的关系也被Chapman的辞职声明披露出来。
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 director’s 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.$Americold Realty(COLD)$ $Paramount Group(PGRE)$
引用:
2023-08-24 22:38
【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...

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2023-09-12 05:02

网页链接

2023-09-12 20:43

这帖子似乎被限制流量了,why?

2023-09-12 08:50

做空的时间点不会把握

2023-09-12 08:41

Mark Patterson, Greg Wright同时也是paramount的独立董事。这。。。

2023-09-12 07:27

大佬们都开空了?

2023-09-12 05:14

厨房里的蟑螂 或许很快我们还会看到其他各种各样的问题的