Company Research

Digital Realty – Silver Arrow Writeup vs Highfields

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This paper is the Silver Arrow response to Highfields calling Digital Realty (ticker: DLR) a Ponzi scheme and a fraud.  We discovered that Highfields misunderstood the business and we were proven correct in our long position. DLR – Silver Arrow Writeup

TV is Next

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TV is Next is our whitepaper outlining the then-upcoming upheaval in the television business. While many of the conclusions about the disruption caused by the streaming revolution are now common knowledge, the piece was highly controversial when we published it in 2012. At the time, many hedge funds had large positions in the stocks we … Read more

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