Diligent Dollar: Competitive Positioning, Free Cash Flow and Why a $YELP-$ANGI Merger Makes Sense

Diligent Dollar (https://diligent-dollar.com/) comes on to talk $TRUP, $AZO, $YELP, $ANGI, $FAST and $NVR. DD is one of the best financial blogs on the internet and stands out for high-quality analysis of names no one else is covering. Diligent discusses his process for forecasting future cash flows and finding high ROIC businesses. He discusses the advantages of a potential $ANGI-$YELP merger as well as which business he’d rather own. We discuss Diligent’s competitive series analysis (https://diligent-dollar.com/category/competitive-strategy-series/) and the reasons for the rise of $FAST, $NVR and $TRUP, as well as how some of those lessons might apply to $AZO. Overall, this was a great conversation and I highly recommend subscribing to Diligent’s blog for new posts.