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!

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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.