Shaul Rosten, Equity Analyst, Global Value at Redwheel, joins the podcast to share his thesis on Ayvens ($AYV.PA), a provider of full-service leasing, flexible subscription services, fleet management and multi-mobility solutions to large international corporates, SMEs, professionals and private individuals.

For more information about Redwheel, please visit: https://www.redwheel.com/uk/en/institutional/

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:39] What is Ayvens and why are they so interesting to Shaul

[3:04] What is Shaul seeing with Ayvens that the market is missing

[5:46] How do they compete against capital Finco's / understanding the business, how they make money

[14:58] Red flags: what's going on with the "big merger" they did (LeasePlan)

[23:12] Electric vehicles

[28:02] Right to grow right now

[32:54] SocGen's 52% ownership

[38:29] Regulatory risks

[42:20] What could go wrong / what could break Ayvens thesis for Shaul

[46:14] Final thoughts: revisiting question - what does Shaul think the market is missing here, how'd they do during the GFC

[49:19] Financing business

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Marc Chalfin, CIO, Founder & Portfolio Manager, and Jay Upadhyay, Senior Research Analyst, at Windward Management LP, join the podcast to share their thesis on Groupon (NASDAQ: GRPN).

For more information about Windward Management LP, please visit:https://www.windwardmg.com/

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:16] What is Groupon $GRPN and why is it so interesting right now to Marc and Jay

[3:24] $GRPN overhaul, why now is interesting and Windward's thesis

[11:49] $GRPN set up

[18:26] What is Marc and Jay seeing with $GRPN that the market is missing

[24:33] Inventory and Technology

[31:48] SumUp / BaseRate

[37:37] Final thoughts: web traffic, understanding the tailwinds

Today's sponsor: Daloopa

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Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.

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Jeremie Eliahou Ontiveros, Technology Analyst at SemiAnalysis, joins the podcast to share his thoughts on the supply/demand dynamics of AI and data centers. For more information about SemiAnalysis, please visit:https://semianalysis.com/

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:22] Supply and demand dynamics of AI; perspective on data centers

[9:03] Thoughts on DeepSeek; Jeremie's worry on the whole AI trade in general; AI training

[13:58] Is there a rush to generate more data right now?

[17:24] Jeremie's thoughts on NVIDIA

[26:32] What breaks the up cycle for AI / is subscription ultimately the way to monetize AI

[32:17] Interesting power plays (picks and shovels to support AI); bitcoin miners as potential AI plays

[40:58] Bitcoin miner/AI play that Jeremie is interested in; deep dive on AIRian

[50:27] Management activities from bitcoin miners; why are some of these companies not seeing the AI opportunity

[57:26] Final thoughts on AI, bitcoin mining, power, data centers; why this all domestic activity focused

Today's sponsor: Daloopa

Earnings season is hectic—there’s no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.

Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.

Stop letting manual work slow you down. Set up a free account today by visitingdaloopa.com/YAV and see how Daloopa can transform your workflow.