DigitalBridge: Growing AI Demand Keeps It Attractive

DigitalBridge ( DBRG ) is an investment manager focused on the infrastructure that will enable and empower AI. Where GPU makers have been rewarded with rich multiples, DBRG strikes me as very cheap for a company servingI 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 research here.Analyst ...