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Sandeep Mendiratta: Now Vertical Group $NOW.V, Turnaround, AI, and Growth Plans | ValueHunt #40
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Sandeep Mendiratta: Now Vertical Group $NOW.V, Turnaround, AI, and Growth Plans | ValueHunt #40

You'll gain a deep understanding of Now Vertical Group's turnaround strategy, growth plans, financial management, market expansion efforts, and the CEO's perspective on leadership, challenges, and opportunities in driving a global, publicly-listed company forward.

Connect with Sandeep:

LinkedIn - https://www.linkedin.com/in/sandeepindermendiratta/

Connect with me :)

Linkedin - https://www.linkedin.com/in/david-barbato/

Twitter - https://twitter.com/ghrxcutvjb

Substack - https://valuehunt1.substack.com

Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743

Time Stamps

00:00:00 Intro

00:01:00 US expansion

00:03:00 Competing with BIG4

00:05:50 Margin Profile Strategic vs Non Strategic Accounts

00:08:30 Geographic Margin Profile

00:10:05 Revenue Growth

00:16:20 Partnering with Google, AWS...

00:19:40 Silver Bullet

00:21:48 Argentina's Revenues

00:25:60 Debt and Convertibles

00:31:00 Growth Expectations for 2025

00:33:30 Achieving Targets

00:34:40 Capital Raise?

00:40:00 Tariffs

00:41:40 Earnout Payments

00:43:00 Firing IR and Stock Price Bullishness

00:48:00 Childhood

00:54:40 Managing a Global Company from London

00:56:20 Mistakes as a CEO and Founder

01:00:00 Being a Public Company CEO

01:02:20 Checking Stock Price

01:04:13 10y Vision

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