School Specialty: Well-Managed Education Business with Hidden Growth Drivers

Daniel Baldini of Oberon Asset Management presented his in-depth investment thesis on School Specialty (OTC: SCOO) at Best Ideas 2018.

School Specialty is a well-managed, attractively valued business (5x EBITDA, 8.5x earnings, 17% FCF yield), with an improving return on tangible capital, hidden growth drivers, and restive shareholder base.

About the instructor:

Daniel Baldini is the founder and Managing Partner of Oberon Asset Management LLC, a New York based registered investment advisor managing separate accounts for individuals, partnerships, trusts and pension plans. Prior to founding Oberon in 2001 Mr. Baldini worked for the International Finance Corporation, the private sector arm of the World Bank, as an Investment Officer in the Asia and Eastern Europe Departments. Following graduation from the Stanford University Graduate School of Business and prior to joining the IFC Mr. Baldini lived in London for three years and worked for Electra Investment Trust PLC, a UK investment firm specializing in small public company and private equity investments.

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