Intangible Valuation
Value, contrarian, coat tail rider, idiosyncratic research

Cinedigm: GAAP Complexity Conceals A J-Curve Business Model In Its Cash Collection Phase

Cinedigm Digital Cinema (NASDAQ:CIDM) has a rather complex business model. It is really three businesses which all complement each other: (1) digital cinema projector financing, (2) digital cinema services and software, and (3) content rights acquisition and distribution.

For this article, I start with the story of CI...

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