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
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