bullish

Oxy Capital's Pedro Sousa Thesis on High Quality, Low Cost Gym Facilities in the UK $GYM.L

158 Views26 Feb 2024 15:09
Podcast
SUMMARY
  • Gym Group is a low-cost gym chain based in the UK, with 230 gyms and trading at six times EBITDA.
  • The company hit a rough patch during COVID but is expected to improve with new management and the ramp up of new gyms.
  • Public markets may be mispricing the sector due to potential earnings, energy cost normalization, and growth opportunities in the European market.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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Yet Another Value Podcast
Podcast by Andrew Walker, a PM at Rangeley Capital
Yet Another Value Podcast
Equities
  • Oxy Capital's Pedro Sousa Thesis on High Quality, Low Cost Gym Facilities in the UK $GYM.L
    26 Feb 2024
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