Pedro Sousa
Principal at Oxy Capital
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Feb 22, 2024 • 1h 9min
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Pedro Sousa discusses his thesis on The Gym Group plc, competitive analysis, raising prices and margin expansion, discounting membership, new CEO, three-tier pricing, normalized earnings, EBITDA multiples, bear case, and final thoughts on the potential growth of the gym facilities in the UK
