The company participates in an interesting niche, with definitive barriers to entry. The industry is currently undergoing a cyclical downturn, but DIBS has notLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buy ...