Brian Finn, CIO of Findell Capital Management, is back on Yet Another Value Podcast in the quickest turnaround in the show's history, and for good reason. Following earnings calls from $CUTR (idea recently discussed with Vince Martin, link below) and $OPRT (idea discussed on Brian's first appearance, link below), there was a ton information to dissect.
Link to last podcast on $CUTR: https://youtu.be/LVqVzbAohus
Link to last podcast on $OPRT: https://youtu.be/xoxdSl3FwOk
Findell Capital Management Letter to the Oportun (3/29/2023): https://static1.squarespace.com/static/5e17f2a118561f6339437f24/t/64240b4f0cf8705352d472b7/1680083791192/Findell+letter+to+OPRT.pdf
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:38] Update on $CUTR following earnings, new board slate
[9:27] What happened on the $CUTR earnings call, who's on the new board slate and CEO candidates
[15:33] $CUTR cash burn and potential financing needs going forward
[19:30] What happens with the $CUTR former CEO and former Chairman
[23:39] How do you assign a value to $CUTR when looking at the potential upside with AviClear product
[31:22] How $CUTR is dealing with management and board turnover
[36:50] Final thoughts on $CUTR
[39:00] Quick update on $OPRT following earnings call
[43:24] How has regional banking "crisis" affected $OPRT
[47:49] Thoughts on Tidewater earnings
Today's episode is sponsored by: Stream by Alphasense
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