Yet Another Value Podcast
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Feb 19, 2025
Shaul Rosten, an Equity Analyst at Redwheel specializing in global value investing, details his investment thesis on Ayvens ($AYV.PA), a unique French leasing company. He discusses why Ayvens is catching his eye and what critical factors the market seems to overlook. The conversation dives into competitive strategies, recent merger challenges, and the impact of electric vehicles on the business landscape. Rosten also highlights potential risks, regulatory hurdles, and what could derail the company's growth, making a compelling case for investors.
52:32
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Shaul Rosten highlights Avens' unique position in the fleet leasing market due to its diverse vehicle offerings and comprehensive client services.
- Concerns arise from the recent merger with LeasePlan, as unforeseen issues have affected projected synergies and cast doubt on Avens' operational efficiency.
Deep dives
Earnings Season Challenges
The podcast discusses the hectic nature of earnings season, particularly in the context of financial modeling. It emphasizes the time-consuming manual updates that analysts commonly face and introduces Dilupa as a solution to automate these processes. By using Dilupa, users can streamline data extraction from filings and reports directly into their models. This allows analysts to shift their focus from repetitive tasks to more strategic activities like analyzing trends and refining investment strategies.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
