Daily Ideas·Bearish·DGI9.L·2026年2月10日

Calling time on DGI9

The author is selling their position in Digital 9 Infrastructure (DGI9) at a significant loss. The decision is driven by the company's uncontested sale of a stake in Arqiva at a low valuation, a history of overvaluation, poor decision-making, and bad deals. The author has lost confidence in the investment manager's ability to turn the company around.

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