Yet Another Value PodcastPublished 2026-08-20
“$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners”
$LRNBullish
Bullish on LRN; fundamentals remain strong despite CEO change and AI concerns.
The first time he was on we talked about Stride. The ticker there is LRN. And we're going to actually end this podcast with a 10 or 15 minutes discussion on Stride, but to give you an idea, I mean I put out the Stride podcast and the number of value investors, focused concentrated value investors who had inbounds asking questions, wanting me to connect to Adam on the heels of that podcast was awesome.
What they said to watch for