Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Marc Chalfin, CIO, Founder & Portfolio Manager, and Jay Upadhyay, Senior Research Analyst, at Windward Management LP, join the podcast to share their thesis on Groupon (NASDAQ: GRPN).For more information about Windward Management LP, please visit:https://www.windwardmg.com/Chapters:[0:00] Introduction + Episode sponsor: Daloopa[1:16] What is Groupon $GRPN and why is it so interesting right now to Marc and Jay[3:24] $GRPN overhaul, why now is interesting and Windward's thesis[11:49] $GRPN set up[18:26] What is Marc and Jay seeing with $GRPN that the market is missing[24:33] Inventory and Technology[31:48] SumUp / BaseRate[37:37] Final thoughts: web traffic, understanding the tailwindsToday's sponsor: DaloopaEarnings season is hectic—there’s no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.Stop letting manual work slow you down. Set up a free account today by visitingdaloopa.com/YAV and see how Daloopa can transform your workflow.