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    Lars Munson • Tibor Capital Management, LLC

    Lars Munson is the Founder and Portfolio Manager at Tibor Capital Management, LLC, an independent hedge fund manager based in New York City specializing in equities and asset management for high-net-worth clients. With a track record that includes roles as Principal at Pequot Capital Management and Partner at Manatuck Hill Partners, he has overseen investments across a range of industries and has held leadership positions at several investment firms since the late 1990s. Munson established Tibor Capital Management in 2017 following previous experience as an Equity Research Associate at Morgan Stanley and Ladenburg Thalmann, and as a System Analyst at Accenture. He holds a Bachelor of Arts from the University of North Carolina at Chapel Hill and has served on the boards of multiple organizations, signaling a depth of experience and professional leadership in the investment community.

    Lars Munson's questions to Lincoln Educational Services Corp (LINC) leadership

    Lars Munson's questions to Lincoln Educational Services Corp (LINC) leadership • Q2 2025

    Question

    Lars Munson from Tibor Capital questioned the company's return on capital, asking which unit-level metrics management tracks and what returns investors should expect from recent large investments.

    Answer

    CFO Brian Meyers highlighted the East Point campus as a model, noting it achieved profitability in its first year and is on track for a full return on investment within three years. CEO Scott Shaw added that the full financial benefits of the large CapEx at Nashville and Levittown are not yet visible but will drive significant cash flow in 2026 and 2027. He specified the East Point campus involved a ~$17M investment and is expected to generate $6-7M in annual cash flow.

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