The provided document contains information about LIND (Lindblad Expeditions Holdings Inc). It highlights various factors that influenced the company’s revenue and performance, such as the impact of the Zika virus and terrorist attacks in Europe, as well as unplanned engine repairs.
Brookfield DTLA Fund Office Trust (DTLA-) is an investment opportunity in the Downtown Los Angeles real estate market. With the ongoing development boom and limited supply of new office space, DTLA- owns six prestigious office properties that are well-positioned for growth.
The provided information revolves around the valuation of CommerceHub (CHUB) and its Dropshipping Business and Brands Initiative. The valuation involves various metrics such as revenue percentages, EBITDA margins, and multiples.
The presentation is discussing Bollore, a company focused on logistics and freight forwarding, as well as its involvement in other businesses such as Vivendi, Havas, and Blue Solutions.
The document discusses Black Bear Value Partners, LP, investment philosophy, portfolio manager, and key attributes such as the preservation of capital, understandable ideas, high margin of safety, contrarian approach, concentrated portfolio, and industry/asset class agnosticism.