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Diligent Dollar Part III: Good Companies, Bad Balance Sheets
Manage episode 329322011 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Diligent Dollar is back to explain how he finds opportunities in levered companies that scare away most equity investors. Diligent talks through several examples including Platform Specialty Products (now Element Solutions) to highlight scenarios where debt to EBITDA multiples don't tell the whole story. We discuss Diligent's Civeo ($CVEO) thesis (lodging and hospitality for mining) and dive into the company's de-leveraging story, potential to produce a 25%+ FCF yield and why CVEO could do well independent of commodity price movement. Diligent shares his experience trying to acquire a marina, his thoughts on the structural disadvantages of REITs, tailwinds for manufactured housing (Cavco - $CVCO, Skyline - $SKY) despite NIMBY concerns and more. I really enjoyed this conversation and highly recommend subscribing to the Diligent Dollar blog (https://diligent-dollar.com).
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Manage episode 329322011 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Diligent Dollar is back to explain how he finds opportunities in levered companies that scare away most equity investors. Diligent talks through several examples including Platform Specialty Products (now Element Solutions) to highlight scenarios where debt to EBITDA multiples don't tell the whole story. We discuss Diligent's Civeo ($CVEO) thesis (lodging and hospitality for mining) and dive into the company's de-leveraging story, potential to produce a 25%+ FCF yield and why CVEO could do well independent of commodity price movement. Diligent shares his experience trying to acquire a marina, his thoughts on the structural disadvantages of REITs, tailwinds for manufactured housing (Cavco - $CVCO, Skyline - $SKY) despite NIMBY concerns and more. I really enjoyed this conversation and highly recommend subscribing to the Diligent Dollar blog (https://diligent-dollar.com).
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Similar to Stock Talking
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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