Zack Buckley on Xponential Fitness $XPOF скачать в хорошем качестве

Zack Buckley on Xponential Fitness $XPOF

Zack Buckley discusses his investment thesis for Xponential Fitness (XPOF), including why he thinks the company is set for continued rapid growth. Zack's twitter:   / amarginofsafety   Chapters 0:00 Intro 2:00 Zack's background 5:15 XPOF overview 8:20 Can XPOF buck the history of publicly traded fitness? 12:10 Brand sustainability and the Curves comp 15:15 XPOF's valuation and multiples 17:50 XPOF management history 20:55 How XPOF's partnerships can create value 22:55 Does XPOF have too many brands? 26:00 Can XPass drive customer acquisition? 29:15 What is Zack seeing in XPOF that the market is missing? 31:55 Why XPOF over other publicly traded franchises? 35:00 Is XPOF riding a post-COVID tailwind? 38:30 Franchisee unit economics 41:50 Recession risk 49:00 Has the competitive environment changed since the last recession? 54:45 Insider buying 57:00 Capital allocation and acquisitions going forward