The Acquirers Podcast cover image

Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

The Acquirers Podcast

00:00

Introduction

In this chapter, the special guest, Kyle Marry, of Grizzly Rock Capital is introduced. They discuss the philosophy and approach of Grizzly Rock, which focuses on value investing, free cash flow, and union economics, with a particular focus on industrials, materials, and consumer sectors. They also mention the performance of their long-short strategy.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app