PERSON DIRECTORY
Adam Buckstein
Adam Buckstein 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.
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners
El Al trades at 2.3x EV/EBITDA after three years of windfall profits, with 80% fleet ownership and 2023 FCF of $100–200M.Customer float, Sabbath downtime, the $40M pricing fine, and eventual full competition temper the asset and slot-scarcity thesis.Stride's CEO exit makes late-October fall enrollment a potential 20-point catalyst either way, with Canvas execution and take-private speculation unresolved.
Adam Buckstein's Stride Thesis $LRN
Stride’s roughly 100 tuition-free virtual public schools serve 250,000 students across 30 states, with scale in teachers, curriculum, compliance, and support underpinning growth from near-1% national penetration.After Canvas and PowerSchool problems cost 10,000–15,000 enrollments, roughly $375 million of equity free cash flow and a $500 million repurchase support recovery potential, while matched outcomes and regulatory scrutiny remain key risks.