Added to YB: 2026-02-24
Pitch date: 2026-02-19
THRY [bullish]
Thryv Holdings, Inc.
+3.02%
current return
Author Info
No bio for this author
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Company Info
Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.
Market Cap
$169.9M
Pitch Price
$3.64
Price Target
18.10 (+385%)
Dividend
N/A
EV/EBITDA
5.04
P/E
9.68
EV/Sales
0.55
Sector
Media
Category
value
Show full summary:
The $3.62 Arbitrage: Is John Paulson About to Repeat 'The Greatest Trade Ever' with Thryv?
THRY: SaaS ($115.9M Q3 rev, 73% gross margin, 103K customers, 100%+ NRR) hidden under dying Yellow Pages. Paulson owns 20%+, sees 5x upside. DCF=$11.45, Graham=$6.91 vs $3.62 price. $268M debt risk but $61.8M TTM FCF. Market prices -12% decline but SaaS ARPU +19%. Even bear case $4.10>current price.
Read full article (5 min)