Of the few people that actually like and follow Dream Unlimited, the story has always sort of been that the balance sheet understates the value of the company, and the equity is cheap in relation to this “hidden value”. That was certainly my first thesis
Nice write up. I missed DRM in 2020 (busy with other names) when you were pounding the table. This is one to dig in to and come up with a 5 year hold view. Nicely done!
Nice write up. I missed DRM in 2020 (busy with other names) when you were pounding the table. This is one to dig in to and come up with a 5 year hold view. Nicely done!