PERSON DIRECTORY
Roy Swisa
Roy Swisa 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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Roy Swisa on $DJCO
Journal Technologies is shifting from services to products, with Orange County RFP evidence supporting management’s turnaround claims.Roy sees 20% growth and $13M of 2025 free cash flow against $150M implied EV, protected by regulation, backward compatibility, and procurement inertia.Andrew’s sum-of-parts reaches $516/share versus $500, making a re-rating—and a possible Sanborn Map-style portfolio tender—the key unresolved debate.