Adam Wilk from Greystone Capital on Liberated Syndication $LSYN

Adam Wilk, founder and portfolio manager at Greystone Capital, discusses his investment thesis in Liberated Syndication (LSYN). Key topics include why the company would make an attractive acquisition target, how Libsyn can grow in a competitive environment, and potential upside from a lawsuit that could cancel ~30% of LSYN's shares overnight.Adam's Twitter account: https://twitter.com/AKWilkAdam's LSYN thesis on seeking alpha: https://seekingalpha.com/article/4416747-liberated-syndication-update-and-favorable-developments Chapters0:00 Intro1:15 Libsyn Overview11:10 Libsyn Valuation12:55 Libsyn vs. Competitors19:35 Is Libsyn losing market share?23:10 Comping Libsyn to Dropbox29:10 The hunt for a new CEO37:30 Could Spotify dominate podcast hosting like YouTube for video?44:35 Upside from Libsyn's lawsuit to cancel shares

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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer