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Mid-Caps & More with George Livadas, Upslope Capital (Episode 22)

Value Hive Podcast

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The Importance of Related Party Deals

Georgia: I want to go back to the idea of, of, of related party deals. Why is that such a red flag for you and why is it a good indicator of potential shorts? Georgia: To me, it shows you where, where management's motivations really are. If they're willing to do them even though they don't have to disclose that, that might also be unseemly. The dual class structure too is, is also, is also important. And so if you just kind of want to expand on what both of those mean to you and how those have developed into tenants for yourself over time.

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