Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and manufacturing organization (“CDMO”).

Dalata has some pretty chunky shareholders on its register, so I think the process was probably pushed by them (note above, “concentrated shareholder register”). More specifically, I think Al Zahid is “subtly” running a full process but the end goal would be for them to take out this company.