The Elevator pitch

Join us on the Elevator Pitch podcast as we explore Moncler, a luxury brand with a compelling story. Often overlooked next to the industry titans, Moncler has carved out a unique space, boasting superior gross margins and consistent growth. We'll uncover how Remo Ruffini transformed the company, its incredible success in Asia, and the strategic move to acquire Stone Island—a bold bet that's starting to pay off. We'll also discuss the future growth drivers, including the US market push and the ever-present possibility of a takeover. Don't miss this deep dive into Moncler's journey and its potential ahead!I’d love to hear your thoughts! Connect with me on ⁠⁠⁠⁠⁠⁠x.com⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠, or feel free to email me directly.

Forget fleeting social media ads; there’s a titan in the advertising world you might be overlooking. JCDecaux, the silent giant behind the bus shelters, billboards, and airport displays we see every day, holds an unparalleled position in the stable out-of-home (OOH) advertising niche.In this episode, we dissect JCDecaux's robust business model, examining its diverse operations from street furniture to transport advertising, and uncovering the significant barriers to entry that protect its market dominance.I’d love to hear your thoughts! Connect with me on ⁠⁠⁠⁠⁠x.com⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠, or feel free to email me directly.

Discover how Planet Fitness is revolutionizing the high-value, low-price (HVLP) gym segment in the US with its winning formula. As an asset-light company, Planet Fitness boasts strong growth visibility and exciting opportunities for international expansion.In this episode, we'll delve into the market dynamics that have propelled Planet Fitness to the top, and explore the factors that could continue to drive its success. Tune in to learn how this fitness giant is poised to remain a solid compounder, and what this means for its future growth prospects.Curious to learn more? Check the full writeup here: https://elevatorpitch.substack.com/p/planetfitness I’d love to hear your thoughts! Connect with me on ⁠⁠⁠⁠x.com⁠⁠⁠⁠, ⁠⁠⁠⁠Threads⁠⁠⁠⁠, ⁠⁠⁠⁠Bluesky⁠⁠⁠⁠, or ⁠⁠⁠⁠Substack⁠⁠⁠⁠, or feel free to email me directly.Disclaimer: Not financial advice, do your own research before investing.

Evolus is a force to be reckoned with in the attractive injectables market, having grown to a impressive 13% US market share with their Jeuveau toxin in just five years. In this episode, we'll dive into the market dynamics and uncover the secrets behind Evolus' remarkable success. We'll also explore the potential implications of their current strategy and where it could take them next.Curious to learn more? Check the full writeup here: ⁠https://elevatorpitch.substack.com/p/evolusI’d love to hear your thoughts! Connect with me on ⁠⁠⁠x.com⁠⁠⁠, ⁠⁠⁠Threads⁠⁠⁠, ⁠⁠⁠Bluesky⁠⁠⁠, or ⁠⁠⁠Substack⁠⁠⁠, or feel free to email me directly.Disclaimer: Not financial advice, do your own research before investing.

InPost is a market leader in Poland's last-mile logistics, commanding roughly 45% of the market share and now expanding across Europe. In this episode, we dive into their journey—exploring how they built a formidable stronghold at home and are now leveraging that foundation to drive growth in Western Europe.Curious to learn more? Check the full writeup here: https://open.substack.com/pub/elevatorpitch/p/inpost-diy-deliveriesI’d love to hear your thoughts! Connect with me on ⁠⁠x.com⁠⁠, ⁠⁠Threads⁠⁠, ⁠⁠Bluesky⁠⁠, or ⁠⁠Substack⁠⁠, or feel free to email me directly.

What's the recipe for success? In this episode we are exploring the remarkable journey of Freshpet, the leading US fresh pet food manufacturer that's revolutionizing the pet food industry. By cracking the code to modern retail, Freshpet has achieved unprecedented success, with $1bn in revenue and a promising path to 20%+ annual growth and positive FCF. Tune in to learn how they did it and what it means for their future prospects.Curious to learn more? Check out the full write up here: ⁠substack⁠I’d love to hear your thoughts! Connect with me on ⁠x.com⁠, ⁠Threads⁠, ⁠Bluesky⁠, or ⁠Substack⁠, or feel free to email me directly.

In this episode, we dive into the fascinating world of MIPS, a groundbreaking Swedish company that’s redefining safety in the helmet industry. Discover how MIPS has carved out a unique niche with its premium helmet components, setting new standards for protection and performance.Curious to learn more? Check out the full writeup here: substackI’d love to hear your thoughts! Connect with me on x.com, Threads, Bluesky, or Substack, or feel free to email me directly.

Welcome to the podcast. A quick intro about myself and what to expect from the episodes! Please let me know any feebdack! Thanks for tuning in!