On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.
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On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
Behind The Idea
34 minutes
6 years ago
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Behind The Idea
On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.
