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

Group 1 - The article discusses DigitalBridge Group (DBRG) and previously rated it a Hold due to concerns about management fees and the timing of announcements [1] - The analyst employs a value investing approach with a long-term perspective and does not write sell articles, focusing instead on potential long positions [1] - There is an indication that the analyst may initiate a beneficial long position in DBRG within the next 72 hours [2] Group 2 - The article emphasizes that past performance does not guarantee future results and does not provide specific investment recommendations [3]