GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis (podcast #273)
Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, joins the podcast for the third time to discuss his thesis on Driven Brands Holdings Inc. (NASDAQ: DRVN; you can see his DRVN deck here. Disclosure: long DRVN), an automotive services company in North America, providing a range of consumer and commercial automotive needs, including paint, collision, glass, vehicle repair, oil change, maintenance and car wash.
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