56 min listen
Adam Wilk from Greystone Capital on Liberated Syndication $LSYN
Adam Wilk from Greystone Capital on Liberated Syndication $LSYN
ratings:
Length:
56 minutes
Released:
Apr 14, 2021
Format:
Podcast episode
Description
Adam Wilk, founder and portfolio manager at Greystone Capital, discusses his investment thesis in Liberated Syndication (LSYN). Key topics include why the company would make an attractive acquisition target, how Libsyn can grow in a competitive environment, and potential upside from a lawsuit that could cancel ~30% of LSYN's shares overnight.Adam's Twitter account: https://twitter.com/AKWilkAdam's LSYN thesis on seeking alpha: https://seekingalpha.com/article/4416747-liberated-syndication-update-and-favorable-developments Chapters0:00 Intro1:15 Libsyn Overview11:10 Libsyn Valuation12:55 Libsyn vs. Competitors19:35 Is Libsyn losing market share?23:10 Comping Libsyn to Dropbox29:10 The hunt for a new CEO37:30 Could Spotify dominate podcast hosting like YouTube for video?44:35 Upside from Libsyn's lawsuit to cancel shares
Released:
Apr 14, 2021
Format:
Podcast episode
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