David Marcus

I’m happy to share that I've started a new position as CEO at Price Family Office, LLC. lnkd.in/eE7nZ2pB

ZIM zoom-zooms by announcing a huge new dividend and guidance for the year ahead. bit.ly/35L1Twj $ZIM #containershipping #specialsits

A transformative change at MTG with the sale of its ESL Gaming e-sports business to Savvy Gaming Group for more than one billion USD. Shareholders will receive a nice bonus dividend, and the gaming business now has ample cash to acquire more assets. bit.ly/3qWmqWD

Bollore announces a potential sale of their African port business which, for decades, has been a key asset in their logistics empire. The company will now have an incredible war chest of net cash for new potential investment opportunities. bloom.bg/3JmYRh0 #Bollore

Delighted to see that Exor and Covéa could reach an agreement to move forward in finding PartnerRe its new home. We’re excited to see what Exor might have in mind with the contemplated proceeds. bit.ly/3J9m2eC #exor #covéa #partnerre #specialsituations

Today’s announcement from Calumet is an incredible new chapter for the company which we believe to be a game changer for this business. bit.ly/3x0RiGY #renewablediesel #evermoreglobal #calumet #refining

Great to see the progress Calumet is making at its Great Falls Renewable Diesel project, which we believe is poised to unlock significant unitholder value. bit.ly/2WtpJIj $CLMT #renewablediesel #valueinvesting

Atlantic Sapphire’s Bluehouse brand is at the front of a growing movement in Europe, Asia and the US towards land-based indoor aquaculture. Teething pains are a part of any growing nascent industry, and we believe $ASA:NO is equipped to handle them well. bbc.in/3vi7RvZ

The Bollore family are among the most thoughtful and long-term oriented investors in Europe. The news of Universal Music Group's spin-off from $VIV should not be a surprise to those who follow them closely. bloom.bg/3ps7nQl #Vivendi #UniversalMusic

Great story in the FT today on streaming and how Nordic Entertainment Group has transformed itself into a leading player in the streaming and media industry. on.ft.com/39IDu9O $NENT #specialsituations

$IAC has announced they intend to spin off Vimeo in Q2'21. Vimeo will be the 11th company to emerge from $IAC. The planned spinoff of Vimeo is consistent with IAC’s ongoing efforts to create shareholder value. prn.to/37HAfi8 #ValueInvesting

MTG's acquisition of Hutch Games is an example of its strategic efforts to build a robust portfolio of gaming companies that could lead to further organic growth. We believe that both Gaming and eSports have a compelling future ahead! tcrn.ch/3nlsgwq #ValueInvesting $MTGB

Xperi’s impeccable legal track record in defending its IP continues to impress. bwnews.pr/3eJ72Fs #ValueInvesting

Happy to be a part of The Edge’s 4th Annual Investment Webinar, supporting the Alzheimer’s Association. Jim Osman always has insightful events, so do consider joining the webinar tomorrow if you can. Register: bit.ly/3cYZxcH

Exciting news to see long-time portfolio holding, Atlantic Sapphire, reach this important first U.S. harvest milestone. bit.ly/3cEmAJy #AtlanticSapphire #BluehouseSalmon

We’re pleased to see this transformational deal close, leaving MagnaChip in a net cash position and set up for years of potential growth in its remaining asset-light businesses. prn.to/31NFlXd $MX #ValueInvesting

@andreassenjohan @politico A good overview of why we’re so excited for Atlantic Sapphire and the broader land-based salmon farming industry: healthy fish, a reduced carbon footprint, and compelling economics.

Will Your Next Salmon Come from a Massive Land Tank in Florida? politi.co/3h2OC2p via @politico

News from Enzo Biochem which we believe demonstrates the multi-utility of their proprietary detection platform, Ampiprobe. This flexible diagnostic platform allowed the company to pivot quickly and gain FDA emergency use authorization for COVID-19. bit.ly/322EUZG

David Marcus (Evermore) and David Samra (Artisan) recently sat down with Tano Santos (Columbia Business School) to discuss the investment markets in Europe, Asia and around the world. The replay to this one hour panel is found here: bit.ly/2O7kkz0 #ValueInvesting