Adam Patinkin, Managing Partner at David Capital Partners, LLC, discusses his investment thesis on Vistry Group PLC, UK’s leading provider of affordable mixed tenure homes. Topics include Vistry's partnership business model, competitive moat, future growth prospects, and UK housing cycle.

Adam Patinkin of David Capital joins to provide an insights-packed update on Vistry, a British homebuilder. He delves into the challenges Vistry faced this year, including profit warnings, yet argues that the company's fundamentals remain strong. With recent strategic shifts towards a pure-play partnerships model, Patinkin explains why David Capital doubled its position in Vistry. He also highlights the alignment between UK government policies and Vistry’s strategy, sparking optimism for future growth despite current market hurdles.

Adam Patinkin, Managing Partner at David Capital Partners, shares his insights on Lifecore Biomedical, a major player in the CDMO industry. He dives into Lifecore's investment potential, highlighting its stability and profit margins. The conversation also covers the hidden opportunities within its business model and market strategies amid regulatory shifts. Patinkin discusses the management team's pivotal role in driving growth and addresses the challenges the company faces, shedding light on the delicate balance of risk versus reward in this evolving landscape.