Episode Details
| Title | Matt Perelman & Alex Sloane - The Art of Franchise Investing - [Invest Like the Best, EP.392] |
|---|---|
| Date | 10/15/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $PLNT - Planet Fitness is viewed favorably due to its large scale, substantial marketing budget, and strong brand recognition, which create a competitive moat in the fitness industry.
- “One of the reasons why we like Planet Fitness, it's so big. The ad budget is so much bigger than the next 5 guys combined that there's a real moat in terms of the fact that they have 20 +1000000 customers across the US, and the brand really does mean something.” - Matt (22:02)
- 🟢 $EARLYEDU - 🔒
- 🟢 $TIRERETAIL - 🔒
- 🟢 $AUTOSERV - 🔒
- 🟢 $CARWASH - 🔒