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

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