Yet Another Value Podcast
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
Apr 8, 2025
Marc Chalfin, an investor at Windward Capital, dives into the intricate world of Turtle Beach, a leader in gaming peripherals. He highlights the company's strategic acquisition of PDP and how upcoming game releases like GTA VI could influence its growth. Chalfin discusses Turtle Beach's robust buyback strategy, navigating supply chain hurdles, and the competitive landscape against firms like Logitech. His insights shed light on potential exits, making a compelling case for Turtle Beach's future in the gaming market.
45:45
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Quick takeaways
- Turtle Beach's strategic acquisition of PDP and its strong market position is expected to drive significant growth amidst upcoming major game releases.
- The company's aggressive buyback strategy and focus on capital allocation emphasize its potential for enhanced shareholder returns and valuation improvement.
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