Ari Levy
speaker
238 appearances
1 recordings
1 series
first heard Feb 2026
last heard 12 Feb
Ari Levy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
They had an active lawsuit against that buyer, and we think that's incredibly wasteful.
There's no
known way that they're going to have to be forced to sell.
Ultimately, there's an annual meeting and shareholders get to vote just like a democratic election.
We get to vote our 8% or 9% of stock for the directors that we want.
And then hopefully those directors will do what's right for shareholders.
And if the best risk adjusted return is to run a sale process and sell to the highest bidder, that's what they ought to do.
But there's different ways to go at it.
And that's not always what we think.
In the case of this crypto medical though,
Very small, niche public company.
They've got some complicated accounting that makes it harder for other people to roll up their sleeves and fully understand it.
And so we think the risk adjusted return is really good.
But a lot of these companies are down and out.
They weren't always micro cap.
They went there.
And in this industry, there's reimbursement risk, insurance, government reimbursement.
So you got to just factor in all the different things and say, this is among the best risk adjusted return I can find.
And I'm going to take an extra cent position.
One really interesting thing is we've seen so much technological advancement in the last couple of decades such that growth has outperformed value.
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