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Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital $DRVN
Driven Brands ($DRVN; disclosure: long) puked on a February accounting restatement.
May 14
33
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
YAVP episode #390
May 10
36
$STVN: are oral GLP-1s really a death blow? | Aurelion Research's Leo Trudel
YAVP episode #389
May 5
35
1
April 2026
Can Sprout Social Survive the SaaSpocalypse with Pernas Research's Deiya Pernas
YAVP Episode #388
Apr 30
28
Drilling into LandBridge's value with Chadd Garcia $LB
YAVP Episode #387
Apr 26
39
2
Investing in the SaaSpocalypse with Heller House's Marcelo Lima
YAVP Episode #386
Apr 23
11
Why DraftKings might not be a big gamble with Aganju's Tolu Bukola $DKNG
Podcast #385
Apr 19
8
April 2026 Random Ramblings
Podcast #384
Apr 16
12
Guinea Value's Jingshu Zhang on Fiserv $FISV
YAVP episode #383
Apr 10
19
Avory's Sean Emory on Clear Security $YOU
Podcast #382
Apr 2
10
March 2026
Night Watch's Roderick van Zuylen on Marex $MRX
YAVP #380
Mar 27
13
2
March 2026 Random Ramblings
YAVP 379
Mar 25
7
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