David Marcus

Value. Focus on Family Controlled-Companies, compounders and multi-generational businesses.

[David Marcus @EvermoreGlobal]

I’m happy to share that I've started a new position as CEO at Price Family Office, LLC. https://t.co/RrwWYaBsi6

[David Marcus @EvermoreGlobal]

ZIM zoom-zooms by announcing a huge new dividend and guidance for the year ahead. https://t.co/9OL6S4lHFY $ZIM #containershipping #specialsits

[David Marcus @EvermoreGlobal]

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.
https://t.co/bpxPTfmqX8

[David Marcus @EvermoreGlobal]

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. https://t.co/sM9LKKLQI6 #Bollore

[David Marcus @EvermoreGlobal]

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. https://t.co/KEms5AYxAw
#exor #covéa #partnerre #specialsituations

[David Marcus @EvermoreGlobal]

Today’s announcement from Calumet is an incredible new chapter for the company which we believe to be a game changer for this business. https://t.co/0Gr2kroJBE
#renewablediesel #evermoreglobal #calumet #refining

[David Marcus @EvermoreGlobal]

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. https://t.co/fnZSqDSV7h $CLMT #renewablediesel #valueinvesting

[David Marcus @EvermoreGlobal]

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. https://t.co/VtFNT7FWwA

[David Marcus @EvermoreGlobal]

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.
https://t.co/xF2dmR1iSm #Vivendi #UniversalMusic

[David Marcus @EvermoreGlobal]

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. https://t.co/sC0WOtYtU4 $NENT #specialsituations

[David Marcus @EvermoreGlobal]

$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. https://t.co/H8tYimVvrc #ValueInvesting

[David Marcus @EvermoreGlobal]

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! https://t.co/GQXbW6y1ui #ValueInvesting $MTGB

[David Marcus @EvermoreGlobal]

Xperi’s impeccable legal track record in defending its IP continues to impress. https://t.co/TB7OKVOq1H #ValueInvesting

[David Marcus @EvermoreGlobal]

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: https://t.co/rxO1aZgvpk

[David Marcus @EvermoreGlobal]

Exciting news to see long-time portfolio holding, Atlantic Sapphire, reach this important first U.S. harvest milestone. https://t.co/QzhJqTJxvx #AtlanticSapphire #BluehouseSalmon

[David Marcus @EvermoreGlobal]

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. https://t.co/8hlgQ4AARh $MX #ValueInvesting

[David Marcus @EvermoreGlobal]

@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.

[David Marcus @EvermoreGlobal]

@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.

[David Marcus @EvermoreGlobal]

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. https://t.co/BCDdBhk8Lw

[David Marcus @EvermoreGlobal]

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: https://t.co/jG1zGyQyx4 #ValueInvesting