Viasat Investment Case with Eugene Robin and Ben Claremon, Cove Street Capital




Valuewalk's ValueTalks show

Summary: Hello Podcast Listeners, Today is a very special episode Eugene Robin, CFA, Principal, Research Analyst and Ben Claremon, Principal, Portfolio Manager, Research Analyst at Cove Street Capital. Prior to joining Cove Street in 2011, Eugene worked as an analyst at Proton Capital, a family office where he developed investment ideas in both public and private markets. He also worked as a software engineer at Viasat. Eugene earned his MBA from UCLA Anderson School of Management and his BA in Computer Science from UC San Diego. Before joining Cove Street, Ben worked on the long and short side as an equity analyst at Blue Ram Capital and Right Wall Capital in New York. He also worked with family commercial real estate finance and management business. He earned his MBA from UCLA and received his BS in Economics from the University of Pennsylvania. In today’s episode we take a deep dive into Viasat and why they find it an attractive opportunity. Enjoy and thanks for the listen!