Luis Sanchez drives home the Endor thesis (Podcast #107)
About this episode
Luis Sanchez, founder of LVS Advisory, discusses his bull case for Endor AG, including why competitors can't recreate their product and how they benefit from the current boom in motor sports like F1 and NASCAR.
My notes on Endor: https://twitter.com/AndrewRangeley/status/1526577674801520642?s=20&t=wqYSVMYKfG3kx8M9qhkB9w
Luis's MOI pitch: https://twitter.com/LuisVSanchez777/status/1524707206574321666
Chapters
0:00 Intro
2:20 Endor Overview
14:40 Where is Luis most divergent from the market on Endor?
24:15 How frequently do people upgrade?
27:30 Why isn't Endor the typical COVID beneficiary about to fall off a cliff?
36:00 How the current motor sport boom helps Endor
42:00 Endor's valuation
52:00 Endor's long term margin potential
56:00 Endor's move into lower end products
1:02:40 Luis's closing thoughts
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