Seeking Alpha

Charlie Bottle » Comments » EQIX

  • Digital Realty Trust: Bound for a Correction [View article]
    Thank you for your comments and additional insights. I'm getting the typos corrected.
    Feb 16 14:41 pm |Rating: 0 0 |Link to Comment
  • Colocation and the Financial Industry [View article]
    Pure profit, thank you.
    Feb 05 00:56 am |Rating: +1 -1 |Link to Comment
  • Colocation and the Financial Industry [View article]
    I think DLR at 15X EBTIDA is priced to perfection (requiring very fast growth) and thereore bound to disappoint in this environement of dimishing expectations.

    The offer is a commodity (real estate) seekign to capture fast shrinking corporate budgets, particullarly in the financial sector. With all sorts of real estate prices coming down why would anyone want to pay 2.6 times book value for a company who historically has delivered value destroying, sub 5%, returns on (book) equity?

    This stock is only down 25% from the peak and is a great short in my view.

    DISCLOSURE: Short DLR
    Feb 02 20:40 pm |Rating: +1 -1 |Link to Comment
More on EQIX by Charlie Bottle
Comments by Ticker
Charlie Bottle's
Comments Stats
60 comments
Rating: 16 (24 - 8 )