Yaron Naymark
PersonHeard in 1 episode across 1 show since Sep 2026
Yaron Naymark is the founder and managing partner of 1 Main Capital, an investment firm he founded in 2018. He has more than a decade of experience investing in public and private equity and is known for the firm’s concentrated, long-biased investment approach.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 1 |
| Oct 2026 | 0 |
What Yaron Naymark has said on podcasts
18 statements
Limbach’s platform is worth significantly more than six times EBITDA.
“I do think. the platform is worth significantly more than six times.”
Open the episode · $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main CapitalListen at 32:32
Limbach should prioritize acquisitions over share repurchases at current valuations.
“I think acquisitions are a better use of cash than buying back stock even at these levels.”
Open the episode · $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main CapitalListen at 32:44
Limbach can reach $10 per share in free cash flow by 2030.
“you can get to $10 a share of free cash flow by 2030 through some organic growth and layering on acquisitions.”
Open the episode · $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main CapitalListen at 34:39
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.
Episodes
1 episode featuring Yaron Naymark, newest first
