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.
2 EPISODES1 SHOW
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$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.