Ben Claremont

Sridhar Ramaswamy, co-founder and CEO of Neeva, shares his journey from leading Google's ad business to creating an ad-free search engine focused on privacy. He discusses the evolution of search technology, emphasizing user experience and personalization. Ben Claremont from Cove Street Capital adds insights on investment processes and the importance of mentorship. Together, they explore the challenges of traditional advertising models and the balance between revenue opportunities and user satisfaction.

Join Ben Claremon and Eugene Robin from Cove Street Capital as they dive into the intense competition in the satellite broadband field. Claremon highlights how Viasat may be undervalued compared to its rival, SpaceX's Starlink. The duo examines Viasat's robust government contracts and upcoming technologies poised to reshape connectivity, especially in underserved regions. They also discuss exciting innovations like potential Starlink integrations with Tesla. Tune in for insights on the future of space and investment strategies!

Ben Claremon and Eugene Robin from Cove Street Capital dive into the complex world of Lumen Technologies, born from the merger of Level 3 and CenturyLink. They argue that the undervalued Level 3 holds significant hidden potential, while the outdated CenturyLink model distracts investors. The duo also discusses the declining traditional phone service market, Lumen's strategic position in the telecommunications sector, and the financial implications of their merger. With insights on intrinsic value and market dynamics, they offer a fresh perspective on Lumen's future.