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Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
Cove Street Capital's Jeff Bronchick and Andrew Leaf talk $ECVT Ecovyst + $VSAT Update
ratings:
Length:
59 minutes
Released:
Jul 19, 2023
Format:
Podcast episode
Description
Cove Street Capital's Jeffrey Bronchick, Principal and Portfolio Manager, and Andrew Leaf, Principal, Research Analyst, discuss their thesis on Ecovyst Inc. (NASDAQ: ECVT), a leading integrated and innovative global provider of specialty catalysts and services. Also, be sure to stick around for the last ten minutes as well to hear Jeff and Andrew's update on Viasat $VSAT.
For more information about Cove Street Capital, please visit: https://covestreetcapital.com/
Quick blurb on $VSAT: https://covestreetcapital.com/well-that-wasnt-fun/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:57] What is Ecovyst and why is $ECVT interesting?
[9:16] $ECVT core business
[16:36] Understanding the $ECVT risks
[26:51] $ECVT valuation
[34:29] CCMP and INEOS
[38:01] $ECVT Capital allocation strategy - M&A
[44:31] $ECVT customer contracts - pricing power on renew?
[47:09] Final thoughts on $ECVT - catalyst technologies section
[49:49] Recent news on ViaSat $VSAT
Today's episode is sponsored by: Stream by Alphasense
Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you.
But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/
For more information about Cove Street Capital, please visit: https://covestreetcapital.com/
Quick blurb on $VSAT: https://covestreetcapital.com/well-that-wasnt-fun/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:57] What is Ecovyst and why is $ECVT interesting?
[9:16] $ECVT core business
[16:36] Understanding the $ECVT risks
[26:51] $ECVT valuation
[34:29] CCMP and INEOS
[38:01] $ECVT Capital allocation strategy - M&A
[44:31] $ECVT customer contracts - pricing power on renew?
[47:09] Final thoughts on $ECVT - catalyst technologies section
[49:49] Recent news on ViaSat $VSAT
Today's episode is sponsored by: Stream by Alphasense
Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you.
But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/
Released:
Jul 19, 2023
Format:
Podcast episode
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