Kuppy is active on $LEE

from Yet Another Value Podcast · host Andrew Walker

Kuppy comes on the show to discuss his recent activism at LEE and why he thinks the stock is dramatically undervalued.My notes on LEE: https://twitter.com/AndrewRangeley/st...Kuppy's LEE thesis: https://adventuresincapitalism.com/20...KEDM: https://www.kedm.com/what-is-kedm/Chapters0:00 Intro2:00 LEE Overview7:55 Why does Kuppy think Alden's LEE offer is so undervalued?12:35 Why does small town, local news offer a moat?17:30 Is LEE's digital growth real or is it just small base effect?20:20 Can the LEE team execute the growth / digital opportunity?30:15 Why did Berkshire sell their newspaper to LEE if the growth is so attractive?35:40 Is TownNews a hidden gem?40:00 What other levers can LEE pull to juice growth?42:15 Online gambling upside for newspapers44:30 Valuing LEE"s digital side51:20 Why are papers like Tribune selling if the outlook for digital is so good?53:35 Closing thoughts

Episode metadata supplied by the publisher feed · Published Dec 16, 2021

Embed this episode

Attribution link and audio player

Ready to play

Kuppy is active on $LEE

0:00 57:02

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator!Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon!Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks.No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself.Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of Yet Another Value Podcast?

This episode is 57 minutes long.

When was this Yet Another Value Podcast episode published?

This episode was published on December 16, 2021.

Can I download this Yet Another Value Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!