Yet Another Value PodcastPublished 2026-09-10
“Zack Buckley on $PRTH's take private”
$PRIBullish
PRI is significantly undervalued relative to its strong cash flow and growth; the current take-private bid is inadequate, but the stock offers high upside potential via a revised deal or re-rating.
blame different things, but you read the Q2 call, right? And they say, "Hey, we're raising our revenue guide or we're going to come in at the high end of our revenue guide, but we're going to come in at the low end of our EBITDA guide."
And then as you keep reading it, they're talking about, hey, we've got all these businesses that are growing quicker than our overall business, but a lot of a lot of the businesses are lower margins or they've got some things.
Now, this is partly influencing the revenue and margin. They've got some things where they're the payment of record versus a merchant. So, they're booking it at a much lower gross margin.
What they said to watch for