Behind The Idea

Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)


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Investors looking for value stock investing opportunities with catalysts ahead will be interested in Jorge Robles' perspective on UK low-cost gym operator Gym Group. The company has a reasonable competitive position, a misunderstood path to profitability, and an attractive free cash flow yield. Mike and Jorge explore the catalysts to realize the stock's value, competition within the industry, the impact of private equity ownership on companies, and the role Brexit might play in weightlifter behavior. 
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Behind The IdeaBy Seeking Alpha

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