#151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)

2021-05-26

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Summary

Today I'm discussing some very brief thoughts on Liberated Syndication (LSYN). They filed an 8k which led some investors to be alarmed. I think the fears are overblown and briefly discuss my views on the company and the recent development.

Show Notes

[01:15] About Liberated Syndication
[01:55] The Concern Over The 8k Filing
[02:27] Paying Low Multiple For Growth
[03:39] Free Call Option On Litigation Outcome

Resources

VIC Writeup on LSYN

About Eric Schleien

Eric Schleien is the Founder/CEO of Granite State Capital Management, LLC. In addition to being a value investor, over the past decade, Eric has trained thousands of individuals, including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.

Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.

Eric currently resides in Philadelphia, PA.

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