Lake Cornelia Research's Judd Arnold describes MiX Telematics $MIXT and Powerfleet $PWFL merger Yet Another Value Podcast

Judd Arnold, Lake Cornelia Research Management @CorneliaLake, joins the podcast to discuss the MiX Telematics $MIXT and Powerfleet $PWFL merger.

$PWFL / $MIXT Memo: https://drive.google.com/file/d/1eONP4_CF6UPAKXYuZiDedUt2jRimujTa/view

For more information for Lake Cornelia Research Management and Judd Arnold, you can can Follow on Twitter/X @CorneliaLake: https://twitter.com/CorneliaLake

Chapters:

[0:00] Introduction + Episode sponsor: Tegus

[2:53] Overview of $MIXT / $PWFL

[10:18] Why $MIXT / $PWFL merger is so interesting to Judd

[21:21] Pushback on the bull case for the merger

[27:56] Switching costs / AI

[34:22] Open vs. closed systems

[37:38] Management and incentives

[48:44] Management's comments and vision post-deal

[53:58] Thoughtful pushback Judd has received on thesis

[59:20] Merger background

[1:07:26] Why Judd publishes these long notes?

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