PERSON DIRECTORY
Adam Patinkin
Adam Patinkin 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.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
David Capital doubled its Vistry holding near 600p after the housebuilding charge reached £165m, arguing the market erased £2bn-£3bn while a third-party review cleared Partnerships and preserved its £800m profit and 40% ROCE targets.A £2bn funding addition excluded from guidance could drive a catch-up, but execution, cash generation and buybacks will determine whether 2025 profit exceeds £400m and the depressed multiple rerates.
David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business
Lifecore is being repositioned as a pure-play CDMO for sterile fill-finish of complex injectables, where regulatory switching costs and scarce capacity support customer stickiness.The new CEO targets EBITDA margins of at least 25% from roughly 15%, while customer ramp, $150 million of debt, and an 80% probability of change-of-control by 2028 make execution and timing central.