Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN

Yet Another Value Podcast

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3M ago 45:32

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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 tailwinds

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