PERSON DIRECTORY
Kyle Mowery
Kyle Mowery 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.
1 EPISODE1 SHOW
Language
$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
Driven’s car-wash exit concentrates the thesis on Take 5, with nearly 1,300 locations and a path to 2,500.Valvoline trades at 11x this year’s EBITDA versus Driven at 8x, while Walker estimates $400M of Take 5 EBITDA could cover all debt.Unexplained corporate-cost growth, absent adjusted EBITDA guidance, the restatement magnitude, and Roark’s 65% stake remain key uncertainties.