PERSON DIRECTORY
Aaron Chan
Aaron Chan appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Recurve Capital's Aaron Chan on Cogent $CCOI
Cogent’s wave opportunity rests on a preconfigured network offering route diversity and delivery within 30 days, while data centers may pay roughly $25,000 annually for another resilience path.Yet management’s roughly $100 million wave run-rate forecast missed badly, leaving a levered equity call on commercialization while the $100 million data-center retrofit, sale timing, Schaeffer’s stock sales and 6.6x leverage remain key risks.
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Carvana’s scalability is now the central question, after early production growth tracked materially above sell-side expectations.Chan argues that vertical integration across sourcing, reconditioning, logistics, and financing can support positive incremental margins, but infrastructure utilization and mature-market share remain key risks.