Suneet Chandvani
Long/short equity, value, special situations, bonds

Digital Generation: 70% Potential Upside

Trade: Long DGIT Current price: 10.2 Expected price: 17 Upside: 70% Time: 1-2 years

Thesis: Good product gaining traction in a growth industry, established relations with the major industry players, unique platform, extremely cheap valuation, shareholder activism, possible takeover, high short ratio, potential to improve operating margins, significant insider and management holding, low sell-side coverage.

Company: Digital Generation (NASDAQ:DGIT) is an advertisement management and distribution platform providing electronic delivery of advertisements, syndicated programs, and video news releases to traditional broadcasters, online publishers and other media outlets. DGIT derives revenue from customers who pay fees to create, execute, deliver and measure advertising campaigns on its platform. The company helps advertisers engage with consumers across television and online while delivering...

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