Randy Baron

Longtime investor and frequent guest on Yet Another Value Podcast, known for identifying special-situation and value investment opportunities; in this episode presents a detailed, leveraged-investment thesis on Victoria PLC.

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Jan 11, 2026 • 59min

Randy Baron's "Spicy" Victoria PLC Pitch

Randy Baron, a seasoned investor known for uncovering unique value opportunities, returns to discuss the troubled Victoria PLC. He dives into the company’s dramatic 95% stock decline and explores the implications of a fragmented UK flooring market. Randy highlights potential paths to recovery, including asset sales and strategic debt resolutions, and debates whether the downturn is cyclical or structural. With his insights on market misjudgments and upside potential, he offers a compelling case for equityholders.

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