PERSON DIRECTORY
Bob McGrane
Bob McGrane 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.
Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
Andrew WalkerEJ KarobathCraig LarkinBob McGrane
MSA Safety’s shift from standalone detectors to connected hardware and MSA Plus subscription software targets 450,000 of roughly 500,000 sold devices, with Blackline’s recent take-private offering a natural experiment for the model.At $160 and roughly 20x Andrew’s $8 EPS estimate, the base case reaches $350 by 2030 on 7% growth and a 22x multiple, while the 2027–2030 J-curve, SCBA cycle and mid-single-digit guidance frame the timing risk.