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Adam Patinkin
Managing Partner at David Capital Partners, LLC
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Jan 7, 2024 • 1h 30min
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
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.
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