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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
They shouldn't be public.
That is the goal in a lot of our activism.
But a lot of the management teams and boards don't like that.
So we're open to all sorts of different alternatives.
A lot of them will want to divest something at a premium to the multiple that they're trading for a division.
Or often we see a lot of them trying to make acquisitions to grow into a bigger thing.
That comes with its own risk.
You leverage up to do that.
And it's a lot of what my partner and I like to call empire builders, where the board is like, hey, let's do a roll up in the public markets.
Well...
If you're a niche-y little $100 million public company, for example, I can say this because we're on file.
We've filed a 13D on a company called Quip Home Medical.
They're about a $100 million market cap.
They trade for four times EBITDA.
They're a provider of home health services, specifically in the niche that is the respiratory space.
So think CPAP machines for things like sleep apnea, oxygen.
Most of it is respiratory-related in-home sales and rental and servicing around that.
made some acquisitions, but the stock price is ultimately the scorecard is the stock price.
And so in the short term, it could be a voting machine.
In the long term, it could be a weighing machine.
Showing 121–140 of 238 · page 7 of 12
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