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Thryv Holdings (THRY) Notes

Rich Howe2021-01-11T17:15:41-05:00

January 11, 2021

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Spinoff Investing @stockspinoffss·

Interesting thread on $LSYN. I haven’t thought much about a substack model for podcasts but I think it makes sense. Libsyn has a huge opportunity ahead either through this or advertising. This will be a much larger company in 3-5 years and could trade at a silly saas multiple.

this time is different?@he_mowz

Something I’ve been ruminating on via $LSYN. Many investors are focused on advertising potential in this business. This is silly IMO because there is a better opportunity to directly monetize from consumers instead of creators.

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LT @LowTideInvest·

Check out our latest roundup for Q1 2021. We have moved to quarterly to spend more time on research and less on the short term news cycle. New Format, let us know your thoughts! Enjoy!

http://tinyurl.com/1ojt10io

$AMNF, $CSCO, $KTB, $TTSH, $SMIT, $TLFA, $SVIN, $THRY, $LSYN

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Bobby Kraft @BobbyKKraft·

Planet MicroCap Showcase: VIRTUAL | April 20-22, 2021 #MicroCap speakers include: @iancassel @PaulAndreola @majgeoinvesting @AltaFoxCapital @EnterprisingInv @Steven_Kiel @alluvialcapital @MarcusFrampton @ThomasBraziel @stockspinoffss FREE to Register: https://planetmicrocapshowcase.com/signup

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Spinoff Investing @stockspinoffss·

"Over the past 10 years, an index of spinoffs maintained by S&P Dow Jones Indices had an annual total return of 15.25% through Wednesday compared with 11.6% with the S&P 500."

https://www.wsj.com/articles/to-spin-or-not-to-spin-disposals-create-fortunes-and-headaches-11617375871

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Spinoff Investing @stockspinoffss·

My favorite part of running my own biz is that it allows me to make decisions quickly and execute them.

⬇️⬇️⬇️

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