Luis Sanchez drives home the Endor thesis (Podcast #107)

from Yet Another Value Podcast · host Andrew Walker

Luis Sanchez, founder of LVS Advisory, discusses his bull case for Endor AG, including why competitors can't recreate their product and how they benefit from the current boom in motor sports like F1 and NASCAR.My notes on Endor: https://twitter.com/AndrewRangeley/status/1526577674801520642?s=20&t=wqYSVMYKfG3kx8M9qhkB9wLuis's MOI pitch: https://twitter.com/LuisVSanchez777/status/1524707206574321666Chapters0:00 Intro2:20 Endor Overview14:40 Where is Luis most divergent from the market on Endor?24:15 How frequently do people upgrade?27:30 Why isn't Endor the typical COVID beneficiary about to fall off a cliff?36:00 How the current motor sport boom helps Endor42:00 Endor's valuation52:00 Endor's long term margin potential56:00 Endor's move into lower end products1:02:40 Luis's closing thoughts

Episode metadata supplied by the publisher feed · Published May 19, 2022

Embed this episode

Attribution link and audio player

Ready to play

Luis Sanchez drives home the Endor thesis (Podcast #107)

0:00 1:08:20

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 1 hour and 8 minutes long.

When was this Yet Another Value Podcast episode published?

This episode was published on May 19, 2022.

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!