Sanaida is described as a wonderful business run by an exemplary capital allocator, with a write-up expected soon.
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$DRVN Cruising through the Driven Brands thesis | Kyle Mowery GrizzlyRock Capital
May 14, 2026
The podcast discusses Driven Brands (DRVN), an automotive aftermarket company, focusing on its quick lube business, Take 5. The host, Andrew Walker, discloses a long position in DRVN and highlights the company's ongoing accounting restatement as a significant risk. The discussion revisits a previous podcast on the company from two and a half years ago, noting significant developments since then.
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Olin is a publicly disclosed long position that is relevant to housing and industrial production due to its chlor-alkali and downstream products.
Andrew Walker discloses a significant long position in Driven Brands (DRVN), highlighting it as an event-driven and value-driven investment opportunity.