Jeff Moore discusses Thryv $THRY
Micro-cap investor Jeff Moore (who also writes http://ragnarisapirate.blogspot.com/\u200b) discusses his bull case for Thryv (THRY). Thryv is an interesting company: their core value comes from their legacy Yellow Pages business, and they're using the cash flows and relationships from that melting ice cube to start up a SMB SaaS service. Jeff argues there's huge upside as the company taps their customer base, acquires smaller competitors, and the market starts to recognize the value of their SaaS business.
Chapters
0:00\u200b Intro
1:20\u200b Thryv Overview
6:15\u200b Thryv Software discussion
12:25\u200b Why is a SaaS business attached to a Yellow Page company?
14:30\u200b Why is churn so high?
20:05\u200b Who are Thryv's competitors
22:00\u200b Don't all yellow page companies go bankrupt?
28:30\u200b Walking through Thryv's SOTP
40:25\u200b Discussing Thryv's management team
45:45\u200b What to make of the CEO buying stock while largest shareholders sell down?
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