DF Research
Keith DalrympleWe have created this substack to share some of our investment research. It is mostly short biased for now, but that may change. Not investment advice. All posts are our opinions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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dfresearch.substack.comLatest Issues
CSQR: A Future Filled with Equity Offerings?
An AI generated image of a finance professional deep in thought.
The disclaimer at the end of this piece is required reading.
An ABS plus revolver is a common financing structure for private data center developers. It provides a repeatabl...
Csquare, Inc.: Recycled Failed Legacy Centers
A Csquare data center
The disclaimer is an important part of this post.
Can a portfolio of legacy telco colocation facilities with a history of financial distress be built into a profitable growth story?
We don’t think so. At least not w...
Preview: The Big Data Center Short
A Csquare Data Center
The disclaimer below is the most important part of this post - read it.
Here is a one minute summary of our thesis:
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DISCLAIMER
This report represents the opinions of Keith Dalrymple and Dalrymple Fin...
WSC: Acquisitions Hide a Collapsing Core
This is an AI generated image
The disclaimer here and in the report is important and should be read.
WSC is a tale of two businesses: the legacy Modular and Portable Storage (PS) segments, and newer businesses, including Clearspan, tents...
Rockpoint Gas Storage: Cyclical Wolf in YieldCo Clothing
The disclaimer below is an important part of this post.
Is it different this time?
Although RGSI is sold to investors as a steady EBITDA generating YieldCo, the assets have a long history of volatility. RGSI is the public reboot of Niska...
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