In this video, Brian Finn, Founder and CIO of Findell Capital, discusses his disappointment with the Oportun Financial ($OPRT:US) and his activist campaign for change. Brian believes $OPRT:US is a potential 4x investment opportunity in a liquidation, and a potential 10x with new management. He highlights issues with management and the board, and shares his insights on the potential for the company's recovery.
0:00 - Introduction and Guest Background
2:45 - Discussion on Oportun Financial
5:12 - Initial Interest in Oportun Financial
7:48 - Understanding Oportun Financial's Business Model
11:32 - Issues with Oportun Financial's Management
15:17 - Oportun Financial's Target Market
18:05 - Missteps by Oportun Financial's CEO
21:58 - Critique of Oportun Financial's Board
26:14 - Potential for Oportun Financial's Recovery
29:50 - Activist Campaign for Change at Oportun Financial
34:20 - Risks to the Investment Thesis
38:02 - Position Sizing and Market Awareness
42:16 - Potential Outcomes and Next Steps
46:35 - Conclusion and Final Thoughts
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