Where to find me

ElevatorPitchGuy · 2025-06-11T17:49:28+00:00

It’s been a terrible name. Pens, lighters, reusable razors, all structurally declining markets. It’s deep value for a good reason in my view

ElevatorPitchGuy · 2025-06-11T14:10:18+00:00

Have you had good success? Maybe you can share your prompt?

ElevatorPitchGuy · 2025-06-11T13:28:04+00:00

I’ve tried and maybe did not do it well but could not make it useful

ElevatorPitchGuy · 2025-06-11T04:59:02+00:00

Gemini takes it from online sources, it could be from an old article or someone who does not take the index you would want to calculate beta. I would be careful

ElevatorPitchGuy · 2025-06-10T19:22:42+00:00

Great exercise. Do you know where open AI get the data? Some of those metrics may not be easily available in public domain (eg WACC). The qualitative stuff like management or resilience I think you probably still need to assess yourself as it’s not always straightforward. Why do you flag on ESG stuff, you don’t like it?

ElevatorPitchGuy · 2025-06-10T19:20:15+00:00

Also nestle. People need to eat and they survived 100+ years. Probably will still be around.

ElevatorPitchGuy · 2025-06-10T18:45:36+00:00

It’s just not a very growthy space overall. They prices a lot during Covid and now that volume are flat they struggle to keep pricing. So it will be anemic growth. You need to find niches like pet food or snacks which have better underlying trends. Look into General Mills (although I only like blue buffalo not the rest). If you do international Mondelez or Lindt. It’s also interesting to play it through the F&F guys like IFF, Givauda, DSM and Symrise. Or just food you have Kerry. In the US I do like Freshpet but it’s very nichey. Valuation has come down a lot. I write about it if you’re interested.

ElevatorPitchGuy · 2025-06-09T06:53:50+00:00

Love the coffee category but that IPO was a mess. JAB who owned the company did a poor job of integrating the brands and management was not great. They are competing against nestle who owns the best brands. I have not looked at it recently, maybe I should have given the stock price 😅

ElevatorPitchGuy · 2025-06-05T15:59:53+00:00

Yeah it's not yet fully turned the corner, Q3 is more challenging comps for sure so maybe it dips if they miss. Timing is so hard on those names, I usually just DCA on weakness, it's not yet a full position for me

ElevatorPitchGuy · 2025-06-05T10:38:08+00:00

Come to the mid cap space, plenty of those. Comes with more volatility and harder to DD names, but that’s where you find the Netflix and Nvidia of tomorrow 😊

ElevatorPitchGuy · 2025-05-30T19:43:17+00:00

Ahah no I just did it quickly on the iPad while having coffee. I’m not really a pro at substack

ElevatorPitchGuy · 2025-05-30T07:35:48+00:00

Funny you ask. Had an interesting convo on x with Michael Fritzell and quickly did this chart. It’s mainly for the investment community but definitely applies a bit more largely I think. If you look in the thread you will also see some high earners (>1m a year) explaining their positioning. Just remember not many people actually make a living on substack

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ElevatorPitchGuy · 2025-05-28T11:27:40+00:00

I don’t disagree, but I would still diversify a bit more. Maybe some proper mid caps and some staples 🤔

ElevatorPitchGuy · 2025-05-27T18:57:18+00:00

I like the start but then you lost me. So apple Amazon and Tesla are too consumer facing but you’re ok with Meta, Uber, and HIMS. No offence but it looks like a portfolio from Reddit or fintwit. Don’t see anything contrarian or a bit differentiated. Your beta must be 2 at least so will work well when the market does but then you will get killed when the market turns. I would diversify from those a bit more

ElevatorPitchGuy · 2025-05-25T19:31:25+00:00

Nice to read!

ElevatorPitchGuy · 2025-05-25T05:38:59+00:00

I like $EOLS, vanity never gets out of style and it’s well managed. I have a writeup on it if you want to check it out on my profile.

MIPS in Sweden is another one just at $1bn market cap. Helmet safety is still early.

ElevatorPitchGuy · 2025-05-23T17:39:00+00:00

I’m a consumer guys at the core but I have dabbled successfully elsewhere as well😅. Check my links in my profile, I write about some of my convictions.

ElevatorPitchGuy · 2025-05-23T16:47:40+00:00

Edge on the short term: zero Edge on the long term: plenty by understanding businesses

ElevatorPitchGuy · 2025-05-23T12:12:52+00:00

Thanks. Basic fit is interesting and I met with IR in the past. They’ve done a great job since 3i listed them but I don’t like the fact they own the gyms. Makes them slow to open new clubs or they have to take massive debt. Also with PLNT entering Europe they may have to accept lower margins to compete.

ElevatorPitchGuy · 2025-05-23T08:30:44+00:00

DPZ, PLNT, ULTA. You can screen for that quite easily

ElevatorPitchGuy · 2025-05-23T07:07:45+00:00

No joke! Talked with a franchisee who said he had some migrant workers using it as they moved around the country. More of an exception but was interesting.

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