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Papyrus Capital's Nitin Sacheti updates his $VATE thesis
🎞️ · 23.06.2023 · 14:39:40 ··· Freitag ⭐ 0 🎬 0
📺 Yet Another Value Podcast
🎬 · 23.06.2023 · 14:39:40 ··· Freitag
😎 · 03.07.2024 · 15:40:29 ··· MiTTwoch
Nitin Sacheti, Founder and Portfolio Manager at Papyrus Capital, is back to update his INNOVATE (NYSE: VATE) thesis. In his first appearance on the podcast, Nitin went into detail on all segments of the INNOVATE business, a highly levered holding company with three operating segments in: Infrastructure, Life Sciences and Spectrum. The stock has been volatile of late, and as Nitin notes in the beginning of the interview, "because there's a lot in here, there's some businesses that have done better than I had originally thought they would do when we first discussed it 20 months ago." Tune in to learn more.
Link to Nitin's first appearance on YAVP talking $VATE: https://youtu.be/eVJMeJFNXIY
For more information on Papyrus Capital and Nitin Sacheti, please visit: https://papyruscapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:38] Update on INNOVATE $VATE since Nitin's first appearance on Yet Another Value Podcast (link here: https://youtu.be/eVJMeJFNXIY)
[7:21] Controlling shareholder, Avi Glazer from Lancer Capital, and how that affects $VATE
[16:41] What is going to change the $VATE story? What's tracking better than Nitin's thesis on $VATE?
[23:32] Update on the DBM segment
[27:24] Other $VATE segments that have worked better than Nitin thought they were going to play out; closer look at R2 segment and Meta Beacon segment update
[36:08] What makes the Meta Beacon platform valuable?
[40:18] Update on the Spectrum segment and how Nitin thinks about it's value
[51:22] What does Nitin think is the most likely piece for $VATE to realize value?
Today's episode is sponsored by: Stream by Alphasense
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· 23.06.2023 · 14:39:40 ··· Freitag
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