Kill Chain features experts and guests in the platform and vehicle cybersecurity space. Each week we'll discuss the latest in cybersecurity news as well as topics surrounding platform and vehicle cybersecurity.
…
continue reading
Truck Focus Podcast - Connects Industry Leaders, to the Industry, to Help Create a Pivotal Change. Host Josh Hannaberry interviews various leaders in the transportation industry as they share their perspectives and offer applicable advice to be successful in the transportation industry with respect to compliance, organizational processes, hiring drivers, and profits.
…
continue reading
Fleet FYIs is a podcast for fleet professionals by fleet professionals - tackling topics like budget cuts, dips in the market, new product launches, smarter fleet management strategy and so much more. So many people are on the move – now more than ever. Fleet FYIs by Utilimarc helps you on the go or behind the desk, making fleet management a little easier. We're bringing two-decades worth of data insights and expert analysts together in conversation. Join us every week for a new episode on d ...
…
continue reading
We cover all things Crane related. From current events to news, we have you covered along with the regular story or two about what has happened on the job site.
…
continue reading
Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/lega ...
…
continue reading
As a leader, the safety of your employees is your top priority. But we get it - you have a lot on your plate. We've got you covered with interviews and insights to help you build a safer workplace. Published monthly by Missouri Employers Mutual and Previsor Insurance.
…
continue reading
The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
…
continue reading
The Charge Cycle is an electrifying new podcast powering the discussion on fleet electrification. If you are a procurement manager, fleet operator, or one of the millions tasked with a zero-emission deployment goal, this podcast is for you. We speak with industry experts, funding veterans, OEM’s, policy specialists and more to help you stay ahead of the enormous electrification shift underway. Hosted by the executive staff of e-Mission Control, The Charge Cycle covers topics on electric equi ...
…
continue reading
The Fleet Insider gets under the hood of commercial fleets in the UK. Join us as we meet fleet managers from across the country, who share their thoughts and advice. We cover everything from what their day looks like, to how the Quartix fleet tracking system helps them make decisions, gain insight and make improvements to the running of their fleet, to challenges faced and how they overcome them.
…
continue reading
This podcast is dedicated in helping businesses with their fleet maintenance and management. Get tips, insights, and best practices from experienced professionals across various industries.
…
continue reading
Broker Brett radio is a range of conversations with entrepreneurs, startup folks, family, and friends. We're here to break down the usual walls in business and society, to have vulnerable, real, but hopefully uplifting and helpful conversations around small businesses, startups, health, and more. Some content reshared from Insurance Nerds as well, InsNerds.com. brett@brokerbrett.com is a great way to connect if you want to talk shop or join me on the show.
…
continue reading
1
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
1:14:33
1:14:33
Play later
Play later
Lists
Like
Liked
1:14:33
Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger. $PWFL / $MIXT Memo: https://drive.google.com/file/d/1eONP4_CF6UPAKXYuZiDedUt2jRimujTa/view For more information for Lake Cornelia Research Management and Judd Arnold, you can can Follow on Twitter/X @Corne…
…
continue reading
1
Telematics, Risk Evaluation, and Car Companies Selling Data
27:07
27:07
Play later
Play later
Lists
Like
Liked
27:07
Shane and Tonya discuss the recent New York Times article about car companies selling data to insurance carriers, how that affects insurance rates, and how to have those conversations with clients. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Matt Warder shares state of the coal markets + $AMR $HCC
1:09:48
1:09:48
Play later
Play later
Lists
Like
Liked
1:09:48
Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurgical coal, $AMR, $HCC, upcoming election's impact on coal investment case and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.…
…
continue reading
1
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
1:08:52
1:08:52
Play later
Play later
Lists
Like
Liked
1:08:52
Christopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries. For more information about Broyhill Asset Management, please visit: …
…
continue reading
1
The Comfort Zone: Getting Comfortable With Being Uncomfortable
26:35
26:35
Play later
Play later
Lists
Like
Liked
26:35
Shane and Tonya discuss why it's risky to stay where you are, decision "sample sizes," making adjustments, and being forced to focus on other things to create new ideas. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Ep. 127: The Industrial Athlete | Training to be Workplace Champion
31:17
31:17
Play later
Play later
Lists
Like
Liked
31:17
Unless they are paid to compete professionally, most employees don't consider themselves to be athletes. However, manual labor and frequent movement are a requirement in many industries. Commitment to physical and mental health is critical to an athlete's success - and for any employee. Learn how using the industrial athlete mindset can kickstart t…
…
continue reading
1
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
1:05:21
1:05:21
Play later
Play later
Lists
Like
Liked
1:05:21
Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Financial Sector: banks, crypto and more! For more information about Gator Capital Management, please visit: https://gatorcapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:49] What's …
…
continue reading
1
Walks vs Strikes: Why Understanding "Your Pitch" Is Important
27:16
27:16
Play later
Play later
Lists
Like
Liked
27:16
Shane and Tonya discuss the idea of Walks vs Strikes as an independent agent, how to understand "your pitch," why you should focus on it, and not getting caught up in what others are doing. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
1:02:12
1:02:12
Play later
Play later
Lists
Like
Liked
1:02:12
Chris Waller, Founder and CIO at Plural Investing, joins the podcast to discuss his thesis on TerraVest Industries Inc. (TSX: TVK), a manufacturer of home heating products, propane, anhydrous ammonia (“NH3”) and natural gas liquids (“NGL”) transport vehicles and storage vessels, energy processing equipment and fiberglass storage tanks. For more inf…
…
continue reading
1
Hard Market Mindset: Claiming This As "Our Market"
27:12
27:12
Play later
Play later
Lists
Like
Liked
27:12
Shane and Tonya discuss the mental investment of mindset change of our hard market, the email reset, and being comfortable with being uncomfortable. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
1:00:44
1:00:44
Play later
Play later
Lists
Like
Liked
1:00:44
Drew Cohen from Speedwell Research, joins the podcast to discuss his thesis on Constellation Software (TSX: CSU), who acquires, manages and builds vertical market software businesses. For more information about Speedwell Research, please visit: https://speedwellresearch.com/ Speedwell Research profile on Constellation Software: https://speedwellres…
…
continue reading
1
Claims Shift: Carriers Want Agents Back In The Conversation
27:12
27:12
Play later
Play later
Lists
Like
Liked
27:12
Shane and Tonya discuss changes that carriers are making in how they want agents to handle claims and are bringing agents back into the conversation. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Chris DeMuth's State of the Markets February 2024
47:08
47:08
Play later
Play later
Lists
Like
Liked
47:08
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BTC mania and Anti-trust outlook - election proxy (using Capital One / Discover as an example). For more information about Rangeley Capital, please visit…
…
continue reading
1
ACV vs Replacement Costs - And The Long-Term Effects The Insurance Industry
26:39
26:39
Play later
Play later
Lists
Like
Liked
26:39
Shane and Tonya discuss changes in roof coverage, having those conversations with your clients, and how it affects our industry long-term. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
47:10
47:10
Play later
Play later
Lists
Like
Liked
47:10
Austin Crites, CIO at Aurora Financial Strategies, joins the podcast to discuss his thesis on The Lovesac Company (NASDAQ: LOVE), the home furnishing and technology brand best known for its Sacs, The World's Most Comfortable Seat. For more information about Aurora Financial Strategies, please visit: https://www.aurorafinancialstrategies.com/ Chapte…
…
continue reading
1
Ep. 126: Empowering Employees | How to Start a Successful Safety Committee
28:24
28:24
Play later
Play later
Lists
Like
Liked
28:24
Getting employee buy-in is an essential step in building a safety culture. Forming a safety committee is a great way to engage with employees and empower them to work safely. Safety committees are considered so effective that in some states, they are actually required in the workplace. Learn how to start your own safety committee with Sheila Schmid…
…
continue reading
1
Taking A Leap of Faith: Our 200th Episode on Leap Day
25:52
25:52
Play later
Play later
Lists
Like
Liked
25:52
Shane and Tonya celebrate their 200th podcast on Leap Day and discuss having faith in yourself when starting your agency, growing your agency, and knowing there is no perfect time. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Navigating the Impact of Thermonuclear Verdicts on the Crane Industry
47:00
47:00
Play later
Play later
Lists
Like
Liked
47:00
This episode peels back the curtain on the multi-million dollar jury awards driving insurance premiums through the roof and the concept of social inflation that's inflating costs across the board. We're unpacking the layered complexities of non-capped punitive damages, the evolving perception of big money, and the formidable hurdles introduced by t…
…
continue reading
Shane and Tonya discuss your competitors tactics, and what you should be doing in response. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
1:09:10
1:09:10
Play later
Play later
Lists
Like
Liked
1:09:10
Pedro Sousa, Principal at Oxy Capital, joins the podcast to discuss his thesis on The Gym Group plc (LSE: GYM) - founded in 2007, the Gym Group is the original provider of high quality, low cost gym facilities in the UK. For more information about Oxy Capital, please visit: https://oxycapital.com/homepage/ Chapters: [0:00] Introduction + Episode sp…
…
continue reading
1
Client Expectations, Marketing Challenges, and Conversations
26:58
26:58
Play later
Play later
Lists
Like
Liked
26:58
Shane and Tonya discuss expectations of clients (and vice versa), commercials from The Big Game (and our marketing takeaways), and conversations with clients. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
55:08
55:08
Play later
Play later
Lists
Like
Liked
55:08
Evan Tindell, CIO of Bireme Capital, joins the podcast for his fourth time to discuss his thesis on British American Tobacco p.l.c. (NYSE: BTI), the company engages in the provision of tobacco and nicotine products to consumers worldwide. For more information about Bireme Capital, please visit: https://www.biremecapital.com/ Evan's $BTI write-up in…
…
continue reading
1
Measuring Success: Choosing Benchmarks and KPIs
29:28
29:28
Play later
Play later
Lists
Like
Liked
29:28
Shane and Tonya discuss how to measure success, keeping it simple, and being selective on business key performance indicators (kpi's) and benchmarks. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook.By Shane Tatum and Tonya Lied
…
continue reading
1
Ep. 125: Telematics | The Science of Safety Behind the Wheel
41:05
41:05
Play later
Play later
Lists
Like
Liked
41:05
Telematics is a form of technology that allows us to pass information over long distances. For an employer managing drivers, whether it's a single delivery driver or a fleet of truckers, telematics is a way to keep employees safe. Learn about the science of telematics and its benefits with Ryan McMahon, Senior Vice President of Strategy and Corpora…
…
continue reading
1
Electrification Does Not Have to be a Zero-Sum Game with Shankar Muthukumar of Mortenson
46:58
46:58
Play later
Play later
Lists
Like
Liked
46:58
Shankar Muthukumar, General Manager at Mortenson, sits down with us to discuss how electrification efforts do not need to be looked at as a zero-sum game and how Mortenson is using their builder/developer efforts to build energy resiliency while still making a profit. They are a leader in the markets like sports facilities, renewable energy, data c…
…
continue reading
1
Profit & Loss, Cash Flow, and The "Not Fun" Financial Stuff
26:48
26:48
Play later
Play later
Lists
Like
Liked
26:48
Shane and Tonya discuss business financials, including free tools that are available, that an agency owner needs to be using for success. Learn more at iafoward.com, and follow IA Forward on LinkedIn, Instagram, and Facebook.By Shane Tatum and Tonya Lied
…
continue reading
1
Legal Fears in the Crane Industry and How To Handle Catastrophes
45:21
45:21
Play later
Play later
Lists
Like
Liked
45:21
Strap in for a ride through the misunderstood landscape of crane accidents and the reality behind the statistics, where the culprit is more than just operator error. We're discussing the critical need for preparedness in the face of catastrophe, involving claims specialists and forensic engineers—because disasters don't wait for business hours. We …
…
continue reading
1
Executive Strategies from Abraham Lincoln
27:35
27:35
Play later
Play later
Lists
Like
Liked
27:35
Abraham Lincoln was an extraordinary leader, and modern-day business backs up his methods. Shane and Tonya discuss how to apply the lessons we learn from Lincoln to our agencies. Learn more at iaforward.com, and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
The Loud Budgeting Trend and What It Means To Agency Owners
27:17
27:17
Play later
Play later
Lists
Like
Liked
27:17
The TikTok trend of Loud Budgeting has created a social media storm. Shane and Tonya discuss Loud Budgeting, what is means for your agency, and how to authentically use the trend in your marketing to Gen Z's and Millennials. Learn more at iaforward.com, and follow IA Forward on Facebook, Instagram, and LinkedIn.…
…
continue reading
1
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
55:06
55:06
Play later
Play later
Lists
Like
Liked
55:06
Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the fourth time to discuss his recent article, "Letting Winners Run." For more information about Alex Morris and subscribe to his research service, TSOH Investment Research Service, please visit: https://thescienceofhitting.com/You can Follow Alex Morris on T…
…
continue reading
1
Excess & Surplus Lines - The Good, The Bad, and The Stuff You Need To Know
26:23
26:23
Play later
Play later
Lists
Like
Liked
26:23
Shane and Tonya discuss the ins and outs of writing E&S insurance and what standard preferred agents need to know to be successful. Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, Facebook, and Twitter/X.By Shane Tatum and Tonya Lied
…
continue reading
1
Chris DeMuth's State of the Markets January 2024
35:01
35:01
Play later
Play later
Lists
Like
Liked
35:01
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decision, US Steel - Nippon, banks and $LQDA. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:53] Anti…
…
continue reading
1
Location, Location, Location - Does Your Agency Office Space Matter?
26:42
26:42
Play later
Play later
Lists
Like
Liked
26:42
Shane and Tonya discuss agency location options: from brick-and-mortar storefronts to co-working spaces, home offices, office buildings, and everything in between. Learn more at iaforward.com and follow IA Forward on LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Ep. 124: Effective Safety Plans Part 2 | Who Needs a Safety Plan and Why
42:00
42:00
Play later
Play later
Lists
Like
Liked
42:00
A safety plan is essential for any business owner who directs employees in the course of daily operations. Safety risks are present in every industry. Whether your employees use tools or equipment, operate company vehicles, or deal with the public, it's essential to outline safety expectations. Learn how a safety plan goes a long way in preventing …
…
continue reading
1
Driver roadworthiness: The key to incident prevention, Mark Cartwright of National Highways
29:38
29:38
Play later
Play later
Lists
Like
Liked
29:38
Mark Cartwright heads up National Highways' Commercial Vehicle Incident Prevention team, who run multiple initiatives to reduce collisions and enhance the safety of commercial vehicle fleets. Today, Mark and James dive into the vital work that National Highways does, their latest findings on incident causation, and just how crucial it is to spot si…
…
continue reading
1
Agency Fees For Personal and Commercial Insurance - And Why The Polarization of Opinions
26:18
26:18
Play later
Play later
Lists
Like
Liked
26:18
Shane and Tonya discuss agency fees across personal and commercial lines, specialty, lines, standard preferred, non-standard auto, fee versus commission, and more. Learn more at iaforward.com, and follow us on LinkedIn, Instagram, and Facebook.By Shane Tatum and Tonya Lied
…
continue reading
1
Voss Capital's Jon Hook thesis on outsourced revenue cycle management company, R1 RCM $RCM
1:03:35
1:03:35
Play later
Play later
Lists
Like
Liked
1:03:35
Jon Hook, CFA, Senior Analyst at Voss Capital, joins the podcast to discuss his thesis on R1 RCM Inc. (NASDAQ: RCM), a leading provider of technology-driven solutions that transform the patient experience and financial performance of healthcare providers. For more information about Voss Capital, please visit: https://www.vosscap.com/ Chapters: [0:0…
…
continue reading
Shane and Tonya discuss creating the work-life balance that you need to be successful with your agency and at home, and how that changes at different life-cycles in your business. Learn more at iaforward.com and follow IA Forward on LinkedIn, Instagram, and Facebook.By Shane Tatum and Tonya Lied
…
continue reading
1
Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism
1:09:38
1:09:38
Play later
Play later
Lists
Like
Liked
1:09:38
Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the offshore drilling space, $TDW update, activism, $VAL, $RIG, $NE, Petrobas risk, macro risks, reflecting on recent positions with lessons learned and what Judd is focused on for 2024. For more information for Lake Cornelia Research Management and Judd Arno…
…
continue reading
1
Should An Established Independent Agency Join An Agency Group?
25:41
25:41
Play later
Play later
Lists
Like
Liked
25:41
Shane and Tonya discuss the pros and cons of an established independent agency joining an agency group, what to look for, and the options available. Learn more at iaforward.com, and follow IA Forward to LinkedIn, Facebook, and Instagram.By Shane Tatum and Tonya Lied
…
continue reading
1
Fundamental Edge's Brett Caughran on setting up for success in the pod shop world
57:33
57:33
Play later
Play later
Lists
Like
Liked
57:33
Brett Caughran, Lead Trainer and Founder of Fundamental Edge, joins the podcast to discuss Fundamental Edge, Brett's background, how pod shows think about earnings season, fundamental stories, liquidity and market efficiency, small caps, pod shops, risk management and pod shop culture. To sign up for Fundamental Edge's Analyst Academy, use the code…
…
continue reading
1
Crane Industry Giants on Construction, Legislation, and Telematics
55:45
55:45
Play later
Play later
Lists
Like
Liked
55:45
Come hang out as we cover crane rigging, heavy construction, and the critical importance of insurance with Ron Thompson and Gene Greiner, two industry titans that have seen quite a lot in the crane insurance business. Cap off this episode with high-flying stories that illustrate the day-to-day exhilaration of insuring some of the country's most amb…
…
continue reading
1
Should You Join an Agency Group When Starting A New Agency?
25:46
25:46
Play later
Play later
Lists
Like
Liked
25:46
Shane and Tonya discuss carrier access, technology assistance, and peer support available for agents starting a new independen agency from scratch. Learn more at iaforward.com.By Shane Tatum and Tonya Lied
…
continue reading
1
Ep. 123: DEI | An Intentional Workplace Effort to Open Doors
36:32
36:32
Play later
Play later
Lists
Like
Liked
36:32
Diversity, equity, and inclusion (DEI) are terms used increasingly in the workplace today. At the center of the movement is an effort to include employees from all different walks of life. However, these terms can often mean different things to different people. Learn what DEI efforts look like and how they can make a difference in your workplace w…
…
continue reading
1
Patrick Wolff shares his thoughts investing in 2024, battleground stocks, MicroCaps + $TACT thesis
59:35
59:35
Play later
Play later
Lists
Like
Liked
59:35
Patrick Wolff, full-time private investor, joins to have a general discussion a wide range of topics: his background (former US Chess champion in 1992 and 1995), the right to buy stocks, domestic vs. international focus, indexing vs. single stock investing, battleground stocks, advantages investing in MicroCap stocks and closes with his thesis on T…
…
continue reading
Shane and Tonya discuss the results of the great "Lead Buying Experiment of 2023." Learn more at iaforward.com.By Shane Tatum and Tonya Lied
…
continue reading
1
Preventing Cargo and Vehicle Theft With New Tech
17:35
17:35
Play later
Play later
Lists
Like
Liked
17:35
In this episode of the Kill Chain Podcast hosts Terry Reinert and Marcus Q discuss new technologies aimed at preventing theft of cargo and vehicles. Want to learn more about securing your fleets, platforms, or mission critical systems? Contact us at FleetDefender.com.By Fleet Defender
…
continue reading
1
Jim Royal, Author of "Zen of Thrift Conversions", on the basics of Thrift Conversions
58:57
58:57
Play later
Play later
Lists
Like
Liked
58:57
Jim Royal, Author of "Zen of Thrift Conversions", joins the podcast to provide the basics of "Thrift Conversions", what that means, as well as examples that help illuminate them. Jim's book, "Zen of Thrift Conversions", available on Amazon: https://www.amazon.com/Zen-Thrift-Conversions-Hidden-Stocks/dp/B08KH3THCR?crid=1RO9I0CVP07JD&keywords=the+zen…
…
continue reading
Shane and Tonya each reveal their word of the year and discuss beginning the new year with a focus and planning (instead of resolutions).By Shane Tatum and Tonya Lied
…
continue reading
1
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
1:30:28
1:30:28
Play later
Play later
Lists
Like
Liked
1:30:28
Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Vistry Group PLC (LSE: VTY), UK’s leading provider of affordable mixed tenure homes. For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapters: [0:00] Introduction + Episode sponsor: Alphasense […
…
continue reading