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00:00 Start
00:10 Divya Narendra intro
00:41 Brian Finn introduction and background
01:21 FIN Capital AUM
01:37 FIN Cap's investing strategy: factors leading to dislocation
01:47 Technical factors
01:58 Behavioral factors
02:26 Role of diligence to determination valuation asymmetry in strategy
03:25 How FIN Cap became aware of ODP Corporation (NASDAQ: ODP)
04:37 ODP's three businesses: CompuCom, retail, Business Solutions
05:15 ODP's struggles after 2017 CompuCom acquisition
05:35 ODP's retail business
06:09 ODP shifting focus to Business Solutions and B2B
06:50 ODP today: preparing to sell CompuCom and retail business
07:20 Negotiations with Sycamore Partners/Staples; CompuCom price
07:36 ODP's net cash $400M
08:10 Business Solutions w/ $5B revenue
08:48 Anticipated growth/multiples
10:23 ODP positioned to transform by adding verticals
11:10 ADP's advantage over Amazon (AMZN)
12:36 ODP's strength/potential as 3rd party marketplace
13:15 Opportunities as COVID-19 restrictions recede
14:43 ODP as middleman/distributor for office supplies
15:39 AMZN's problems as a business supplier
16:24 Management team and activist investors
18:50 ODP buying back shares
20:18 Potential value as distribution business
22:12 ODP rejects last 3 Sycamore/Staples bids
23:26 Speculation on Sycamore/Staples timeline
24:44 Little sell-side coverage
25:54 Primary risks to ODP
27:41 Could ODP be the next meme stock? Retail interest in ODP
28:53 Short interest
29:52 Gamestop (GME) on SumZero
30:36 Return potential on ODP
32:50 Other positions: investment potential in offshore drilling
35:19 Valaris pls (NYSE: VAL)
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