Sign up to save your podcasts
Or
Share Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger
Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger.
$PWFL / $MIXT Memo: https://drive.google.com/file/d/1eONP4_CF6UPAKXYuZiDedUt2jRimujTa/view
For more information for Lake Cornelia Research Management and Judd Arnold, you can can Follow on Twitter/X @CorneliaLake: https://twitter.com/CorneliaLake
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:53] Overview of $MIXT / $PWFL
[10:18] Why $MIXT / $PWFL merger is so interesting to Judd
[21:21] Pushback on the bull case for the merger
[27:56] Switching costs / AI
[34:22] Open vs. closed systems
[37:38] Management and incentives
[48:44] Management's comments and vision post-deal
[53:58] Thoughtful pushback Judd has received on thesis
[59:20] Merger background
[1:07:26] Why Judd publishes these long notes?
Today's episode is sponsored by: Tegus
This episode is brought to you by Tegus, the future of investment research.
From the beginning, Tegus has been committed to creating efficiencies in the research process by making it easy to access the content that investors need to get to differentiated insights.
Today, they’re taking it one step further by bundling qualitative content, quantitative data, and better automation and technology together in the same platform. Instead of piecing together data from fragmented sources, just log in to Tegus to get expert research, company- and industry-specific metrics and KPIs, SEC filings, and more, all under the same license cost.
You can even take your work offline with an Excel Add-in that updates almost any model with the latest financial data — keeping all your custom formatting intact.
Tegus is the fastest way to learn about a public or private company and the only platform you’ll need for fundamental research.
To try it free today, visit Tegus.com/value
View all episodes
By Andrew Walker
4.6
100100 ratings
Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger.
$PWFL / $MIXT Memo: https://drive.google.com/file/d/1eONP4_CF6UPAKXYuZiDedUt2jRimujTa/view
For more information for Lake Cornelia Research Management and Judd Arnold, you can can Follow on Twitter/X @CorneliaLake: https://twitter.com/CorneliaLake
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:53] Overview of $MIXT / $PWFL
[10:18] Why $MIXT / $PWFL merger is so interesting to Judd
[21:21] Pushback on the bull case for the merger
[27:56] Switching costs / AI
[34:22] Open vs. closed systems
[37:38] Management and incentives
[48:44] Management's comments and vision post-deal
[53:58] Thoughtful pushback Judd has received on thesis
[59:20] Merger background
[1:07:26] Why Judd publishes these long notes?
Today's episode is sponsored by: Tegus
This episode is brought to you by Tegus, the future of investment research.
From the beginning, Tegus has been committed to creating efficiencies in the research process by making it easy to access the content that investors need to get to differentiated insights.
Today, they’re taking it one step further by bundling qualitative content, quantitative data, and better automation and technology together in the same platform. Instead of piecing together data from fragmented sources, just log in to Tegus to get expert research, company- and industry-specific metrics and KPIs, SEC filings, and more, all under the same license cost.
You can even take your work offline with an Excel Add-in that updates almost any model with the latest financial data — keeping all your custom formatting intact.
Tegus is the fastest way to learn about a public or private company and the only platform you’ll need for fundamental research.
To try it free today, visit Tegus.com/value
More shows like Yet Another Value Podcast
View all
The Meb Faber Show - Better Investing
924 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,289 Listeners
Grant’s Current Yield Podcast
664 Listeners
Capital Allocators – Inside the Institutional Investment Industry
797 Listeners
Chit Chat Stocks
190 Listeners
The Acquirers Podcast
301 Listeners
Excess Returns
66 Listeners
Value Hive Podcast
90 Listeners
Chai with Pabrai
76 Listeners
The Memo by Howard Marks
402 Listeners
The Business Brew
245 Listeners
Business Breakdowns
353 Listeners
Behind the Balance Sheet
45 Listeners
Joys of Compounding
94 Listeners
Monetary Matters with Jack Farley
92 Listeners