Selected Reads

Smartkarma

Equity Bottom-Up

<p><em>Nitin Sacheti, Founder and Portfolio Manager at Papyrus Capital, is back to update his INNOVATE (NYSE: VATE) thesis. In his first appearance on the podcast, Nitin went into detail on all segments of the INNOVATE business, a highly levered holding company with three operating segments in: Infrastructure, Life Sciences and Spectrum. The stock has been volatile of late, and as Nitin notes in the beginning of the interview, "because there's a lot in here, there's some businesses that have done</em>…</p>

United States

INNOVATE Corp. operates as an investment holding company. The Company, through its subsidiaries, focuses on infrastructure, life sciences, and spectrum broadcasting assets. INNOVATE serves customers worldwide.

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