David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L from Yet Another Value Podcast

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David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

1 hour 30 minutes Posted Jan 7, 2024 at 6:34 pm.

] Introduction + Episode sponsor: Alphasense

] David Capital's background and investing philosophy

] Overview and history of Vistry Group $VTY.L + David Capital's background with $VTY.L and why Vistry is interesting to Adam

] Partnerships business what is it?

] What is unique about Countryside's business model (Vistry's competitive moat)

] Why Adam thinks that Vistry's future growth is going to unlock, despite trading flatish for last 15 or so years

] What "Mixed Tenure Project" means

] Partner pushback?

] NPC comparison

] What breaks the Vistry thesis?[1:00:55] UK housing cycle where are we at[1:06:02] Vistry valuation + growth prospects

] What is the sell-side missing[1:22:38] CEO comp package and newly appointed board directors[1:25:22] Vistry exposure amongst UK funds

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1:30:28

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Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Vistry Group PLC (LSE: VTY), UK’s leading provider of affordable mixed tenure homes.

For more information about David Capital Partners, please visit: https://davidpartners.com/

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Today's episode is sponsored by: Alphasense

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