PERSON DIRECTORY
Shaul Rosten
Shaul Rosten 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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Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
At roughly 55% of book, Ayvens targets 13%-15% 2026 return on tangible equity and roughly 5%-6% dividend yield.Its 3.3-million-vehicle multibrand network across 29 countries provides purchasing scale, while the thesis depends on LeasePlan margin recovery, controlling EV residual values, and board and ECB approval to return €500 million-€700 million excess capital.