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Yet Another Value Podcast
Adam Wilk from Greystone Capital on Liberated Syndication $LSYN
Apr 14, 2021
55:50
Adam Wilk, founder and portfolio manager at Greystone Capital, discusses his investment thesis in Liberated Syndication (LSYN). Key topics include why the company would make an attractive acquisition target, how Libsyn can grow in a competitive environment, and potential upside from a lawsuit that could cancel ~30% of LSYN's shares overnight.
Adam's Twitter account: https://twitter.com/AKWilk
Adam's LSYN thesis on seeking alpha: https://seekingalpha.com/article/4416747-liberated-syndication-update-and-favorable-developments
Chapters
0:00 Intro
1:15 Libsyn Overview
11:10 Libsyn Valuation
12:55 Libsyn vs. Competitors
19:35 Is Libsyn losing market share?
23:10 Comping Libsyn to Dropbox
29:10 The hunt for a new CEO
37:30 Could Spotify dominate podcast hosting like YouTube for video?
44:35 Upside from Libsyn's lawsuit to cancel shares
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Discover
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