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VVV
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1
Ideas · 30d
2
Episodes
4.0
Avg depth
2
Ideas · all time
The conversation · most recent first
7 JUL
3W AGO
YET ANOTHER VALUE PODCAST · 02:10
Sum-of-parts upside in Driven Brands
"Driven Brands is significantly undervalued relative to its sum-of-the-parts assets, with Take 5 serving as a high-margin crown jewel while non-core segments could be monetized to eliminate debt."
MIXED
Core thesis · 5/5
22 MAY
22 MAY
BANKLESS · 17:00
Privacy narrative driving Zcash and Venice
"The discussion argued a 'privacy is in' narrative is driving idiosyncratic outperformance for privacy-focused tokens like Zcash and Venice in a down market."
BULLISH
Substantive discussion · 3/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION