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 | 34 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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dfresearch.substack.comLatest Issues
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...
RXO: A Dismal Quarter and Amazon Arrives
The DISCLAIMER below is an important part of this post.
RXO reports 1Q26 before the open tomorrow. We expect another quarter of dismal results, which is no surprise. However, Amazon’s recent announcement that it is opening its logistics to...
WSC: Going, Going, Gone
Nature takes over in Pelham, NH
The DISCLAIMER at the end of this post is required reading.
This is a summary. The full report is available for download below.
In 4Q25, WSC introduced its “network optimization” plan, which included a $30...
WSC: The Walking Dead
WSC units in Fontana California
At the 2025 investor day meeting, WSC’s management confidently laid-out a path of increased financial strength that included revenue growth and 7-13% Adjusted EBITDA growth over 3-5 years from $1B to $1.5B....
RXO's Quiet Foreclosure
Photo by Mick Haupt on Unsplash
The DISCLAIMER at the end of this post is required reading.
The big news in the quarter was not the massive EBITDA miss, but action surrounding debt. As we predicted, solvency has become an issue. Manageme...
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