Marc Chalfin
Windward Capital investor. He discusses Turtle Beach, capital allocation, and potential paths to a strategic or private equity exit.
Best podcasts with Marc Chalfin
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Apr 8, 2025 • 46min
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
Marc Chalfin, an investor at Windward Capital, dives into the intricate world of Turtle Beach, a leader in gaming peripherals. He highlights the company's strategic acquisition of PDP and how upcoming game releases like GTA VI could influence its growth. Chalfin discusses Turtle Beach's robust buyback strategy, navigating supply chain hurdles, and the competitive landscape against firms like Logitech. His insights shed light on potential exits, making a compelling case for Turtle Beach's future in the gaming market.
Feb 13, 2025 • 46min
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Marc Chalfin, CIO and founder of Windward Management, and Jay Upadhyay, senior research analyst, dive into the exciting overhaul of Groupon. They discuss how Groupon is shifting from a daily deal platform to a sustainable lead generation tool for local businesses. Key topics include the company's strategic restructuring, the technological upgrades aimed at enhancing user engagement, and the importance of addressing inventory challenges. Throughout their analysis, they uncover what the market might be missing about Groupon's promising turnaround potential.
