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Diligent Dollar: Competitive Positioning, Free Cash Flow and Why a $YELP-$ANGI Merger Makes Sense

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Manage episode 329322027 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 (https://diligent-dollar.com/) comes on to talk $TRUP, $AZO, $YELP, $ANGI, $FAST and $NVR. DD is one of the best financial blogs on the internet and stands out for high-quality analysis of names no one else is covering. Diligent discusses his process for forecasting future cash flows and finding high ROIC businesses. He discusses the advantages of a potential $ANGI-$YELP merger as well as which business he’d rather own. We discuss Diligent’s competitive series analysis (https://diligent-dollar.com/category/competitive-strategy-series/) and the reasons for the rise of $FAST, $NVR and $TRUP, as well as how some of those lessons might apply to $AZO. Overall, this was a great conversation and I highly recommend subscribing to Diligent’s blog for new posts.

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56 episodes

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Manage episode 329322027 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 (https://diligent-dollar.com/) comes on to talk $TRUP, $AZO, $YELP, $ANGI, $FAST and $NVR. DD is one of the best financial blogs on the internet and stands out for high-quality analysis of names no one else is covering. Diligent discusses his process for forecasting future cash flows and finding high ROIC businesses. He discusses the advantages of a potential $ANGI-$YELP merger as well as which business he’d rather own. We discuss Diligent’s competitive series analysis (https://diligent-dollar.com/category/competitive-strategy-series/) and the reasons for the rise of $FAST, $NVR and $TRUP, as well as how some of those lessons might apply to $AZO. Overall, this was a great conversation and I highly recommend subscribing to Diligent’s blog for new posts.

  continue reading

56 episodes

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