Matt Turk on why corporate history matters with Target Hospitality $TH

Matt Turk joins the podcast to discuss his thesis on Target Hospitality Corp. (NASDAQ: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services.
Links:
www.bamsec.com/filing/1140361...
• Multiple new ideas(TH,...
Matt's TH-cam Channel: / @given2trade4
Chapters:
[0:00] Introduction + Episode sponsor: Fundamental Edge
[1:53] What's going on with Target Hospitality $TH and why its interesting to Matt
[8:18] $TH Corporate history and why it's important / 2020 letter compared to 2024 letter from Arrow Group
[31:22] History cont'd of $TH with Arrow Group / why this situations reminds Andrew of $HRT situation
[39:11] Government contract / tail risks
[41:54] Bull case / comparables / rollups
[49:13] Additional risks
[58:50] Likelihood of closing and talking through potential buyout prices
[1:04:50] Final thoughts
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[@Curtisand15]

Loved the podcast!

[@MicroCapMindset]

Love the chemistry you two have! Made for a great pod.

[@mupals]

What is Matt's twitter account?

[@given2trade4]

Wow, is that guy good looking!