AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Leo Kang from Plum Capital on $ATTO
Yet Another Value Podcast
Is the US Business a Capital Light Business?
The US business has gone from nothing to, I think it was about 7% of the revenue in the last quarter. They're approaching it in an interesting way. And they would also, as you said, these are IRR-driven investors. So even if they thought to themselves, hey, it would be better to wait 12 to 18 months to run this process, get the turn around, get the financials a little bit more juiced, I would bet because this is a capital light business that is right on the verge of hitting all their financial and leverage targets.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode