PERSON DIRECTORY
Alex Roepers
Alex Roepers appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Alex Roepers on two deep-value special situations: $DCH and $NOMD
DCH is now an Atlantic core position after the American Axle/Dowlais merger, with $1.50–$2 of earnings power against a $6.32 stock.Atlantic sees 5x adjusted free cash flow, while the $300M synergy target is achievable at 3% of sales.Integration costs could leave 2026 free cash flow near zero before the 2027–28 harvest, with governance the key unresolved risk.