In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT; note that pod sponsor Trata had an excellent CLBT conversation that was used to prep for this podcast; you can see a preview of it here). The conversation explores Cellebrite’s digital forensics tools, from cracking phones to managing and analyzing data. Orel provides a comprehensive overview of Cellebrite's business model, competitive positioning, and potential for growth. Topics include their shift to a SaaS model, the federal sector's role, AI integration, competitive threats like Palantir, and the company’s broader strategic outlook. They also touch on risks, including execution challenges, management turnover, and potential M&A speculation. Tune in to understand why Cellebrite is at the intersection of technology, law enforcement, and investing.
This podcast is sponsored by Trata
I already know you’re going to like trata. Why? Because you’re reading this blog post, meaning you’re interested in this podcast. And trata is just like this podcast (though without the handsome host!). Trata is anonymized transcripts of buysiders discussing stocks they are following and what they really think will drive the stock. In fact, a huge way I prepped for my Celebrite podcast is by reading an excellent discussion / transcript on the Trata platform. I think you’ll get a ton of value if you just join as a lurker and read transcripts…. but if you want to take it further and do your own anonymized interviews, trata will actually pay you to have conversations on their platform as well! If you haven’t yet, check out Trata; I would be pretty surprised if any serious readers / listeners didn’t find value in their platform.
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