PERSON DIRECTORY
Franco Chomonalez
Franco Chomonalez 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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Sophon Capital's Thunderbird Entertainment Thesis $TBRD
Andrew WalkerFranco Chomonalez
Thunderbird trades below 2x next-12-month EBITDA, or roughly four times after-tax free cash flow, despite net cash.Service work supplies cash while owned IP offers upside, with Canadian labor incentives and Atomic Cartoons’ execution reputation supporting repeat work from Disney and other platforms.An expected TSX uplisting may improve liquidity, but AI and the unresolved economics of outsourced production remain key risks.