How The Acquirers Podcast’s view on $ARMA changed

2026-08-05Bullish
“Micro Cap Activism: Buying a Stake in a Company Nobody Else Wants”
ARMA has strong financials (high ROIC, growth) and is viewed as a good investment opportunity.

So, when I first met with the see the chairman uh March 31st of 2025, he was still in the process of um hiring a CEO. But by the time the CEO joined in early May of 2025, I was already changing emails with the CEO um like 3 days after she had started.

And the goal for me to help the CEO was primarily to help um coordinate the annual meeting because we needed we needed to do this. We needed to be a legit business. But also help develop an investor presentation and strategy for uh the company going forward because the CEO had just joined.

The prior CEO, the I think there was a little bit differences in strategy. And so we're basically creating a new strategy as we're creating this investor presentation. Um and so that was kind of what I was brought on to at [clears throat] Armanino Foods.