← Tandem
What podcasts say about Tandem
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Tandem
6 statements · 3 positive · 3 negative
Tandem trades at approximately half its net tangible asset value.
“it's trading at about half its net tangible asset value”
Open the episode · Early MoversListen at 4:26
Tandem trades at approximately half its net tangible asset value
“it's trading about half its net tangible asset value.”
Open the episode · Margin Call!Listen at 4:26
Tandem shares are justifiably discounted to net asset value.
“That's why I think the shares are justifiably at a discount to NAV.”
Open the episode · Early MoversListen at 5:02
An activist stake could make Tandem more interesting.
“if some activist came in and took a big stake in it and really kicked ass, then maybe, you know, there could be something interesting there”
Open the episode · Early MoversListen at 5:07
Activist investment could create value at Tandem
“if some activists came in and took a big stake in it and really kicked ass, then maybe, you know, there could be, um, something, uh, interesting there.”
Open the episode · Margin Call!Listen at 5:07
Tandem’s 50% NAV discount is potentially attractive
“the 50% discount to NAV is quite interesting there”
Open the episode · Paul’s Podcast - Fri 25 Sept 2026Listen at 22:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.