Mid-Caps & More with George Livadas, Upslope Capital (Episode 22)
Value Hive Podcast
00:00
Diploma and EVR: A Practical Approach to Valuing Your Business
I spend a lot of time thinking about, you know, literally thinking about whether owning the stock will keep me up at night. I was intrigued by diploma for the first time with some kind of very generic screen. The healthcare exposure isn't particularly cyclical. Even the stuff exposed to heavy machinery and even the wiring and controls stuff that's exposed to aerospace sort of behaves a little bit less cyclically than you might expect. They don't have tons of debt, they think the balance sheet is, uh, and so it's a cash funded roll-up model. Um, tuck in acquisitions here and there to supplement their core business.
Transcript
Play full episode
