Micro-cap investor Jeff Moore (who also writes http://ragnarisapirate.blogspot.com/​) 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.Chapters0:00​ Intro1:20​ Thryv Overview6:15​ Thryv Software discussion12:25​ Why is a SaaS business attached to a Yellow Page company?14:30​ Why is churn so high?20:05​ Who are Thryv's competitors22:00​ Don't all yellow page companies go bankrupt?28:30​ Walking through Thryv's SOTP40:25​ Discussing Thryv's management team45:45​ What to make of the CEO buying stock while largest shareholders sell down?SHOW LESS

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