DigitalBridge: Growing AI Demand Keeps It Attractive

Core Viewpoint - DigitalBridge (DBRG) is positioned as an investment manager focusing on infrastructure that supports and enhances AI technology, presenting a potentially undervalued investment opportunity compared to GPU manufacturers that have seen high valuations [1] Company Analysis - DBRG is perceived as inexpensive relative to its role in the AI infrastructure sector, especially when compared to the high multiples awarded to GPU manufacturers [1] - The company adopts a value investing approach, emphasizing an owner's mindset and a long-term investment horizon [1] Investment Position - The analysis indicates a beneficial long position in DBRG shares, suggesting confidence in the company's future performance [2]