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Which podcasts are discussing DNOW?
8 ATTRIBUTED IDEAS · 2 EPISODES · 2 SHOWS
The shows
Yet Another Value Podcast
The Options Insider Radio Network
Where the discussion went deepest
14 AUGTODAYYET ANOTHER VALUE PODCAST · 5:00
D-Now's ERP integration drag lifts
“The bull case argued for D-Now: the severe operational drag from integrating MRC Global's Oracle ERP system is stabilizing, removing a major headwind that has suppressed earnings and the stock price.”
$DNOW: the boring distributor that could double on 2029 numbers
Core thesis · 5/5Verify in source →
14 AUGTODAYYET ANOTHER VALUE PODCAST · 10:00
Oil & gas investment cycle poised for rebound
“The macro case made: geopolitical supply disruptions (Strait of Hormuz) and low global spare capacity signal a multi-year increase in oil & gas investment, reversing a decade-long decline.”
$DNOW: the boring distributor that could double on 2029 numbers
In depth · 4/5Verify in source →
14 AUGTODAYYET ANOTHER VALUE PODCAST · 12:00
D-Now trades at a discount to historical FCF yield
“The valuation thesis presented: D-Now is trading at an attractive ~10% free cash flow yield on 2027 estimates, a discount to its historical trading range of a 5-6% yield (17-20x FCF).”
$DNOW: the boring distributor that could double on 2029 numbers
In depth · 4/5Verify in source →
14 AUGTODAYYET ANOTHER VALUE PODCAST · 25:00
DNow's MRC Global merger unlocks major synergies
“The thesis argued: the acquisition of MRC Global creates a full-cycle oil & gas distributor with $75M in cost synergies, boosting combined EBITDA by ~20%.”
$DNOW: the boring distributor that could double on 2029 numbers
In depth · 4/5Verify in source →
14 AUGTODAYYET ANOTHER VALUE PODCAST · 18:00
Acquisitive capital allocation as a value driver
“The guest argued D-Now's ability to make accretive acquisitions at 4-5x EBITDA, while trading at 8-9x, is a key capital allocation advantage that historically supported its higher multiple.”
$DNOW: the boring distributor that could double on 2029 numbers
Substantive discussion · 3/5Verify in source →
14 AUGTODAYYET ANOTHER VALUE PODCAST · 33:00
Data center and utility growth as a new tailwind
“The discussion framed D-Now, post-MRC, as being positioned to benefit from non-upstream growth in data centers, utilities, and midstream, providing a call option on the AI/electrification build-out.”
$DNOW: the boring distributor that could double on 2029 numbers
Substantive discussion · 3/5Verify in source →
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