Jeff Moore discusses Thryv $THRY

Micro-cap investor Jeff Moore (who also writes http://ragnarisapirate.blogspot.com/​) discusses his bull case for Thryv (THRY). Thryv is an interesting company: their core value comes from their legacy Yellow Pages business, and they're using the cash flows and relationships from that melting ice cube to start up a SMB SaaS service. Jeff argues there's huge upside as the company taps their customer base, acquires smaller competitors, and the market starts to recognize the value of their SaaS business.Chapters0:00​ Intro1:20​ Thryv Overview6:15​ Thryv Software discussion12:25​ Why is a SaaS business attached to a Yellow Page company?14:30​ Why is churn so high?20:05​ Who are Thryv's competitors22:00​ Don't all yellow page companies go bankrupt?28:30​ Walking through Thryv's SOTP40:25​ Discussing Thryv's management team45:45​ What to make of the CEO buying stock while largest shareholders sell down?SHOW LESS

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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.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