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Greg ┃The Elevator Pitch

@elevatorpitch.bsky.social

8 followers 24 following 180 posts

Writing about below the radar quality companies succintly

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Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · May 22

Took a bit longer with the holiday in the middle, but excited to share my latest writeup—this time on Planet Fitness $PLNT

Hope you find it insightful—feedback always welcome, and feel free to share if you enjoyed it!

open.substack.com/pub/elevator...

🇺🇸🏋️‍♀️The Secret Strength of Planet Fitness: A Deep Dive into the Gym Giant

Exploring the Drivers Behind Planet Fitness's Market Dominance

open.substack.com

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Sep 5

Is Kraft-Heinz $KHC about to pull a $K? After a failed merger, the demerger looks like the only way out.
On my substack I break down what went wrong and how the split could unlock an 87% return for investors.
link: open.substack.com/pub/elevator...

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 24

Galderma $GALD delivered an impressive H1: raised guidance and ex-Nemo margin close to 30%! Still prefer Evolus $EOLS as a pure play, but huge credit to Galderma for driving growth with innovations in a challenging environment.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 24

Louis Vuitton is having a difficult Q2. Wine and spirits continuing to be weak on easy comps and fashion down -7%. Chinese cohort no longer buying in Japan it seems or at home. Margin down -15% in H1. Luxury is definitely a challenging place at the moment.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 19

I don’t own $GOOG but that’s a powerful chart for YouTube.

www.wsj.com/business/med...

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 18

Swedish Biogaia just reported Q2, the small cap has an interesting portfolio of probiotics.
Historically they have had a very strong pediatrics footprint and they are now expanding successfully in adult health.
Interesting exposure to the ageing population theme.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 17

Very interesting chart from Dan Rasmussen of Verdad Capital, listed PE funds volatility is higher than public market (many caveats but the base of the argument is sound). Lower volatility in PE fund is mainly a product of illiquidity and lack of real mark to market.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 17

Between social media brain rot and AI, are we doomed? 🤔 www.economist.com/science-and-...

Does AI make you stupid?

Creativity and critical thinking might take a hit. But there are ways to soften the blow

www.economist.com

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 16

$MIPS delivered a nice +12% organic growth in Q2 despite a lot of business being pushed back due to tariffs. Margin would have been a very nice 39% without the one-off legal costs.
Valuation remains demanding despite the recent correction, but this is a net cash company growing EPS and FCF 30%+ p.a.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 15

Definitely an application I did not think of when writing my Evolus deep dive, youtube.com/shorts/NKCvC...
A good reminder not to be afraid of thinking outside the box when analyzing companies
initial writeup here: elevatorpitch.substack.com/p/evolus
Podcast episode: open.spotify.com/episode/1kFb...

ScroFill®? or Scrotox? | Key Differences in Scrotum Botox & Filler

YouTube video by Lushful Aesthetics

youtube.com

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 7

🎙️ Brand New Episode! 🎙️ Curious about the brand behind those iconic puffer jackets? On the podcast we explore 🇮🇹🧥 Moncler: The Luxury Outwear Powerhouse. $MONC

open.spotify.com/episode/5Myb...

🇮🇹🧥 Moncler: More Than Just a Puffer

The Elevator pitch · Episode

open.spotify.com

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jul 2

Another challenging quarter for $STZ with depletions down -2.6% in Beer, driven by cautious spending among the Hispanic cohort and high comparable sales.
It's tough to be constructive while Trump is president, though the stock's low-teen NTM P/E is near historical lows for its current perimeter.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 12

Anyone has found a good AI for doing models? It seems antiquated to still be inputting data by hand on the lines I care about?

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 10

I love how med-spas are democratizing beauty in the US—but @iamjohnoliver latest exposé is a chilling reminder that regulation lags consumption trends.
Hoping $ABBV, $GALD and $EOLS keep consumer safety front & center— and it’s definitely got me rethinking regulatory risk.
youtu.be/pzggl8C2fvs?...

Med Spas: Last Week Tonight with John Oliver (HBO)

YouTube video by LastWeekTonight

youtu.be

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 6

A good reminder Apparel is a brutal category. $LULU down -20% on disappointing results (but still positive growth). Management is cautious and clearly inventory is piling up a bit, but that kind of reaction always seem so out of proportions.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 5

$BF.B down 16% on a miss and pretty downbeat outlook for the year. Spirits volume seems to be bottoming out be not yet fully out of the woods

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 5

Super happy to have reached 200 eyeballs since starting to take my substack more seriously👀. Thanks for following! With 12 years of professional public market investing, I'm excited to keep sharing insights. Your feedback and shares are always appreciated!

open.substack.com/pub/elevator...

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 4

📢 New Elevator Pitch Podcast episode is live! Dive into the world of advertising with a deep dive on JCDecaux, the giant of outdoor advertising.
From bus shelters to airport billboards, we explore their business model, digital growth, and future potential.
open.spotify.com/episode/7hbx...

🇫🇷🖼️JCDecaux: The Undervalued OOH Advertising Giant - The Elevator pitch | Podcast on Spotify

The Elevator pitch · Episode

open.spotify.com

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 4

Rémy Cointreau calling out the bottom in the US while dropping their 2030 guidance and still looking for a CEO. Definitely a weird cocktail🍹. Stock is up 6% on the news.
I don’t think we’re out of the woods yet, but hopefully things are finally improving.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 3

$FRPT CEO giving some context to the slow start of the year while being confident on the LT at the DB conference . Historically those times of weakness have been good entry points.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 2

$EOLS is rebounding today following last week’s drop when CFO Sandra Beaver announced she was leaving. I liked Sandra and would have preferred she had stayed. Looking forward to seeing the next CFO, a key function for a company tethering on profitability.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · Jun 1

If you’re wondering what happened to $SBUX over the last five years and whether it’s worth a look, head to my latest write-up open.substack.com/pub/elevator...

I dive into the big moves and where it leaves the company.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · May 29

Nice beat and raise for $ULTA with solid margin at 14.1%. Curious to hear more on the call, but new CEO Steelman may have succeeded in putting the company back on track. Comps also become easier from here which helps.

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · May 29

“Trump always chicken out” trade. I like a good acronym but would not poke the crazy bear too much. He is a wild card.

www.wsj.com/finance/stoc...

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · May 29

Finally, a semblance of reason in this mad world! Trade Court strikes down Trump's tariffs. Never a dull moment with this administration 🙂. Keeps us all on our toes! 🍿

Unclear how it will impact the US and China’s already negotiated deals.

www.wsj.com/politics/pol...

Greg ┃The Elevator Pitch @elevatorpitch.bsky.social · May 28

$ANF up 20% this morning as they beat expectations. Not my kind of stock but that execution deserves some credit