On today’s podcast we welcome special guest, Vacasa CEO Matt Roberts. Vacasa is the leading vacation rental management platform in North America and it just announced a $3.75 billion going public transaction.
On the show, Matt discusses:
- Vacasa’s business model and how it differs from Airbnb
- Its value proposition and why customers would choose Vacasa
- Insights into Vacasa’s merger with TPG Pace Solutions
- The investment case for the stock
- And more
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#65: Market Green Shoots: Equity Financings and M&A Re-Emerge
#64: Crude Crash: Should Investors be Buying Oil?
#63: Fake Marks, Smoothed Returns and Gated Investors: A Warning on Private Debt Funds
#62: Don't Fight the Fed: $2.3 Trillion and the New Bull Market
#61: Investing in a COVID-19 World: Implications for Deals
#60: The New Bull Market: Looking Past the Coronavirus
#59: Governments Fire Fiscal Bazooka to Combat COVID-19 Recession. Will it Work?
#58: Black Thursday and the Great Bear Market of 2020. Where Do We Go From Here?
#57: Emergency Fed Rate Cut Causes Market Panic. Are Yields Heading to Zero?
#56: Your Coronavirus Bear Market Playbook
#55: Merger Merger: Wealth Management Catches the M&A Bug
#54: Sprint Stock Nearly Doubles This Week. Will T-Mobile Finally Close This Deal?
#53: Leadership Chat: Steve Feick, the Investor-Operator
#52: Tesla Stock in Ludicrous Mode: Game Changer or Terminal Short?
#51: Did Warren Buffett Throw in the Towel on the Newspaper Business?
#50: Leadership Chat: W. Brett Wilson, Redefining Success
#49: Contagion: Should Investors be Concerned About the Coronavirus?
#48: Casper Files for IPO. Should Investors Ghost This Deal?
#47: M&A 101: When Hostile Takeovers Go Friendly
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