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The Elevator pitch

Podcast de Greg ┃The Elevator Pitch

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Welcome to The Elevator Pitch podcast, where we distill the most interesting and high-quality companies into concise, straight to the point pitches. Based on our in-depth research and writing on Substack (elevatorpitch.subsctack.com), this podcast brings you the essential insights and key takeaways on companies you may not know about. Tune in for informative and engaging episodes that will keep you up-to-date on the latest and greatest in the business world.

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8 episodios

Portada del episodio 🇮🇹🧥 Moncler: More Than Just a Puffer

🇮🇹🧥 Moncler: More Than Just a Puffer

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 [https://x.com/ElevatrPitchGuy], ⁠⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly.

7 de jul de 2025 - 22 min
Portada del episodio 🇫🇷🖼️JCDecaux: The Undervalued OOH Advertising Giant

🇫🇷🖼️JCDecaux: The Undervalued OOH Advertising Giant

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 [https://x.com/ElevatrPitchGuy], ⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly.

4 de jun de 2025 - 31 min
Portada del episodio 🇺🇸🏋️‍♀️The Secret Strength of Planet Fitness: A Deep Dive into the Gym Giant

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

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 [https://elevatorpitch.substack.com/p/planetfitness ] I’d love to hear your thoughts! Connect with me on ⁠⁠⁠⁠x.com⁠⁠⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠⁠⁠Threads⁠⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠⁠Bluesky⁠⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠⁠Substack⁠⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly. Disclaimer: Not financial advice, do your own research before investing.

24 de may de 2025 - 30 min
Portada del episodio 🇺🇸 🦋Evolus: Injecting Profitability

🇺🇸 🦋Evolus: Injecting Profitability

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/evolus [https://open.substack.com/pub/elevatorpitch/p/inpost-diy-deliveries?r=3zjntf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false] I’d love to hear your thoughts! Connect with me on ⁠⁠⁠x.com⁠⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠⁠Threads⁠⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠⁠Bluesky⁠⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠⁠Substack⁠⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly. Disclaimer: Not financial advice, do your own research before investing.

7 de abr de 2025 - 24 min
Portada del episodio Inpost: DIY deliveries

Inpost: DIY deliveries

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-deliveries [https://open.substack.com/pub/elevatorpitch/p/inpost-diy-deliveries?r=3zjntf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false] I’d love to hear your thoughts! Connect with me on ⁠⁠x.com⁠⁠ [https://x.com/ElevatrPitchGuy], ⁠⁠Threads⁠⁠ [https://www.threads.net/@elevatorpitchguy], ⁠⁠Bluesky⁠⁠ [https://bsky.app/profile/elevatorpitch.bsky.social], or ⁠⁠Substack⁠⁠ [https://substack.com/@elevatorpitch?utm_campaign=unknown&utm_medium=web], or feel free to email me directly.

27 de mar de 2025 - 14 min
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
MI TOC es feliz, que maravilla. Ordenador, limpio, sugerencias de categorías nuevas a explorar!!!
Me suscribi con los 14 días de prueba para escuchar el Podcast de Misterios Cotidianos, pero al final me quedo mas tiempo porque hacia tiempo que no me reía tanto. Tiene Podcast muy buenos y la aplicación funciona bien.
App ligera, eficiente, encuentras rápido tus podcast favoritos. Diseño sencillo y bonito. me gustó.
contenidos frescos e inteligentes
La App va francamente bien y el precio me parece muy justo para pagar a gente que nos da horas y horas de contenido. Espero poder seguir usándola asiduamente.

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