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Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter

Focused Compounding

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The Importance of Price in Investing

B-Fit lowest cost gym operator in Europe, owner, operator, smart and incentive is a line. Winter take most economics due to scale advantages and clustering that created 30 plus percent return of as a capital on a unit basis per gym in geographical mode. Reinvestment runway is long. I thought this would be a good one too. Look at, because you spent some time looking at lifetime. And I've also looked at things that are not fitness clubs, they're not gyms, they're weight loss things. But all the weight watchers in the nutrition system and all those things, which have some similarities in terms of high customer attrition and stuff.

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