Donnelley Financial Solutions (DFIN): Recurring revenue; Huge market share; Migration from print to software business model; 15% buyback; Notes from the Q1 2022

Apr 26, 2024

∙ Paid

Donnelley Financial Solutions (DFIN): Recurring revenue; Huge market share; Migration from print to software business model; 15% buyback; Notes from the Q1 2022 letter by O'Keefe Stevens Advisory; Significant purchase by Simcoe Capital