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
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