In this episode investor Milan Zuidhof discusses his mix of Value + Growth investment philosophy applied to a long position on Basic Fit, a Dutch based gym chain focused on the value-for-money end of the fitness landscape, and aiming to capitalise on the growing wellness trend. With a firm foothold in the Benelux region they're expanding aggressively into larger EU countries. We cover the sales potential of wellness businesses; the pricing models of subscription based businesses; cashflow modelling and why the market has mis-priced this stock.
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