Data Center Maintenance CapEx: Slightly More Transparency

On May 8, 2013 Jonathan Jacobs of Highfields Capital Management presented at the Ira Sohn Conference 2013 and questioned Digital Realty Trust (DLR) accounting for maintenance cap-ex and suggested shorting the stock. The immediate effect from this event was a 9% drop in DLR stock. Moreover, it highlighted the issue of a potential wave of … Read more