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$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital

Driven Brands ($DRVN) puked on a February accounting restatement. Kyle Mowery (GrizzlyRock Capital) walks through why Take 5 remains a crown jewel and could be worth the entire EV of the company (making the franchise and autoglass businesses a free option). We also dig into how t ... Show more

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$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe

Rich Howe of Stock Spin-Off Investing makes the bull case for Liberty Global ($LBTYK): cheap on a sum-of-the-parts, an upcoming Ziggo spin to crystallize value, and a hidden ventures portfolio. Andrew pushes back hard on Malone, Fries, and Liberty's long history of value that nev ... Show more

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