1 hr 4 min
Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV Yet Another Value Podcast
-
- Investing
The team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV).
You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuTziYI94y8VF02bdym1WmA?e=21DQAc
Chapters:
[0:00] Introduction + Episode sponsor: Fundamental Edge
[1:49] Backgrounds on team that won the Pershing Square Challenge
[3:13] Valvoline Inc. $VVV pitch
[8:57] Store density / DIY customer share
[13:33] $VVV pitch cont'd
[28:26] AutoZone comparison / Franchise model
[35:35] Shift to EV, risks to $VVV?
[39:13] Consumer behavior / why franchisee wants to work with $VVV
[46:47] $VVV bear case / same store sales growth
[57:10] $VVV - variant view that generates alpha
Today's sponsor: Fundamental Edge
You’ve probably heard about the Analyst Academy from Fundamental Edge by now. So instead of repeating the basics, let’s talk a minute about what the Academy is and is not.
The Analyst Academy is a practical course on the tools and skillsets required to succeed in the buy-side analyst seat. The instructors have experience from firms such as Maverick Capital, DE Shaw, Citadel, Balyasny and ExodusPoint.
But what is the Academy NOT?
It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.
It’s NOT a guide to pod shop investing. The Academy attracts a wide range of equity investors, from multi-managers to long only to family offices. Rather than teaching a particular style, Fundamental Edge equips learners with the essential skills required to hit the ground running and support their PM.
It’s NOT a financial modeling course. Modeling is, of course, part of the curriculum and plays a central role. But the Academy is more than that. It teaches idea generation, thesis communication and how to add value as an analyst.
To learn more and access a 10% discount code, go to fundamentedge.com/YAVP
The team that won the Pershing Square Challenge, Garrett Wallis, Jared Duda and Joseph Montgomery Ferguson, joins the podcast to discuss their winning pitch on Valvoline Inc. (NYSE: VVV).
You can find their winning pitch deck here: https://1drv.ms/b/c/b9a8675d1ef0d212/EUgO7sJJKoBBsx151i7xfvkBuTziYI94y8VF02bdym1WmA?e=21DQAc
Chapters:
[0:00] Introduction + Episode sponsor: Fundamental Edge
[1:49] Backgrounds on team that won the Pershing Square Challenge
[3:13] Valvoline Inc. $VVV pitch
[8:57] Store density / DIY customer share
[13:33] $VVV pitch cont'd
[28:26] AutoZone comparison / Franchise model
[35:35] Shift to EV, risks to $VVV?
[39:13] Consumer behavior / why franchisee wants to work with $VVV
[46:47] $VVV bear case / same store sales growth
[57:10] $VVV - variant view that generates alpha
Today's sponsor: Fundamental Edge
You’ve probably heard about the Analyst Academy from Fundamental Edge by now. So instead of repeating the basics, let’s talk a minute about what the Academy is and is not.
The Analyst Academy is a practical course on the tools and skillsets required to succeed in the buy-side analyst seat. The instructors have experience from firms such as Maverick Capital, DE Shaw, Citadel, Balyasny and ExodusPoint.
But what is the Academy NOT?
It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.
It’s NOT a guide to pod shop investing. The Academy attracts a wide range of equity investors, from multi-managers to long only to family offices. Rather than teaching a particular style, Fundamental Edge equips learners with the essential skills required to hit the ground running and support their PM.
It’s NOT a financial modeling course. Modeling is, of course, part of the curriculum and plays a central role. But the Academy is more than that. It teaches idea generation, thesis communication and how to add value as an analyst.
To learn more and access a 10% discount code, go to fundamentedge.com/YAVP
1 hr 4 min