Sandeep Mendiratta: Now Vertical Group $NOW.V, Turnaround, AI, and Growth Plans | ValueHunt #40
Автор: David
Загружено: 2025-03-06
Просмотров: 954
Описание:
You'll gain a deep understanding of Now Vertical Group's turnaround strategy, growth plans, financial management, market expansion efforts, and the CEO's perspective on leadership, challenges, and opportunities in driving a global, publicly-listed company forward.
Connect with Sandeep:
LinkedIn - / sandeepindermendiratta
Connect with me :)
Linkedin - / david-barbato
Twitter - / ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZ...
Time Stamps
00:00:00 Intro
00:01:00 US expansion
00:03:00 Competing with BIG4
00:05:50 Margin Profile Strategic vs Non Strategic Accounts
00:08:30 Geographic Margin Profile
00:10:05 Revenue Growth
00:16:20 Partnering with Google, AWS...
00:19:40 Silver Bullet
00:21:48 Argentina's Revenues
00:25:60 Debt and Convertibles
00:31:00 Growth Expectations for 2025
00:33:30 Achieving Targets
00:34:40 Capital Raise?
00:40:00 Tariffs
00:41:40 Earnout Payments
00:43:00 Firing IR and Stock Price Bullishness
00:48:00 Childhood
00:54:40 Managing a Global Company from London
00:56:20 Mistakes as a CEO and Founder
01:00:00 Being a Public Company CEO
01:02:20 Checking Stock Price
01:04:13 10y Vision
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