Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR from Yet Another Value Podcast

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Far View Capital Management's Brad Hathaway talks the compelling setup at $DSGR

1 hour 4 minutes Posted Dec 15, 2023 at 2:23 pm.

] Introduction + Episode sponsor: Alphasense

] Quick overview of Distribution Solutions Group $DSGR and why it's interesting to Brad

] Overall $DSGR setup, starting with rights offering

] $DSGR business overview (all three businesses), direct comps, competitive sales advantage, customer retention

] $DSGR transaction (LKCM involvement) and why do all three businesses belong together?

] $DSGR thesis and LKCM's history with specialty distributors

] $DSGR valuation, what type of organic growth would $DSGR show without future acquisition, how much of the industry is still in-house, roll-up strategy multiple

] Scaling $DSGR business, capital allocation and tail risks

] Scaled specialty distributor that has not worked

] Path to liquidity, management and LKCM alignment

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Brad Hathaway, Managing Partner of Far View Capital Management, joins the podcast today to discuss what he thinks is a compelling setup at Distribution Solutions Group, Inc. (NASDAQ: DSGR), a premier multi-platform specialty distribution company providing high touch, value-added distribution solutions to the maintenance, repair & operations (MRO), the original equipment manufacturer (OEM) and the industrial technologies markets.

For more information about Far View Capital Management, please visit: https://www.farviewcapitalmgmt.com/

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Today's episode is sponsored by: Alphasense

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