PERSON DIRECTORY
Marc Chalfin
Marc Chalfin 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.
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
With PDP adding controllers, simulators, and a scarce Nintendo license, Turtle Beach holds roughly 40% console share in headsets and controllers, high-teens EBITDA margins, and trades at roughly 5.5x stated EBITDA.Chalfin’s catalyst is a potentially massive buyback after working-capital deleveraging, with GTA 6 and replacement demand ahead, while tariffs and the unresolved Switch-headset debate remain key risks.
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Andrew WalkerMarc ChalfinJay Upadhyay
Groupon is a damaged but recoverable local-services lead-generation platform after approximately $800 million of cost cuts, with $200–300 million of EBITDA achievable without a heroic recovery.Marketing payback reportedly fell from 18 months to seven days, but July–December traffic and billings must overcome operational failures; nearly 50% short interest and prospective buybacks could amplify the outcome.