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Joseph Montgomery Ferguson
Member of the winning team of the Pershing Square Challenge 2024.
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May 14, 2024 • 1h 4min
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV
Winning team of Pershing Square Challenge 2024 shares pitch on Valvoline $VVV, discussing store density, DIY customer share, franchise model, EV risks, consumer behavior, bear case, and variant view generating alpha. They analyze fleet services, market penetration, and blending valuation metrics in the automotive industry.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode