Mastodawn

Greg @ The Elevator Pitch Jul 24, 2025

Galderma $GALD delivered an impressive H1: raised guidance and ex-Nemo margin close to 30%! Still prefer Evolus $EOLS as a pure play, but huge credit to Galderma for driving growth with innovations in a challenging environment.

Greg @ The Elevator Pitch Jul 24, 2025

Louis Vuitton is having a difficult Q2. Wine and spirits continuing to be weak on easy comps and fashion down -7%. Chinese cohort no longer buying in Japan it seems or at home. Margin down -15% in H1. Luxury is definitely a challenging place at the moment.

Greg @ The Elevator Pitch Jul 19, 2025

I don’t own $GOOG but that’s a powerful chart for YouTube.

https://www.wsj.com/business/media/how-youtube-won-the-battle-for-tv-viewers-346d05b8

Greg @ The Elevator Pitch Jul 8, 2025

🎙️ Brand New Episode! 🎙️ Curious about the brand behind those iconic puffer jackets? On the podcast we explore 🇮🇹🧥 Moncler: The Luxury Outwear Powerhouse.

https://open.spotify.com/episode/5MybxjTTpPhryoSywDoRAU

🇮🇹🧥 Moncler: More Than Just a Puffer

The Elevator pitch · Episode

Spotify

Greg @ The Elevator Pitch Jun 12, 2025

Anyone has found a good AI for doing models? It seems antiquated to still be inputting data by hand on the lines I care about?

Greg @ The Elevator Pitch Jun 10, 2025

As a Evolus shareholder, I love how med-spas are democratizing beauty in the US—but John Oliver latest exposé is a chilling reminder that regulation lags consumption trends.

Here’s hoping $ABBV, $GALD and $EOLS keep consumer safety front & center— and it’s definitely got me rethinking regulatory risk.

https://youtu.be/pzggl8C2fvs?feature=shared

Med Spas: Last Week Tonight with John Oliver (HBO)

YouTube

Greg @ The Elevator Pitch Jun 6, 2025

A good reminder Apparel is a brutal category. $LULU down -20% on disappointing results (but still positive growth). Management is cautious and clearly inventory is piling up a bit, but that kind of reaction always seem so out of proportions.

Greg @ The Elevator Pitch Jun 5, 2025

$BF.B down 16% on a miss and pretty downbeat outlook for the year. Spirits volume seems to be bottoming out be not yet fully out of the woods

Greg @ The Elevator Pitch Jun 5, 2025

Super happy to have reached 200 eyeballs since starting to take my substack more seriously👀. Thanks for following! With 12 years of professional public market investing, I'm excited to keep sharing insights. Your feedback and shares are always appreciated!

https://open.substack.com/pub/elevatorpitch

Greg @ The Elevator Pitch Jun 4, 2025

📢 New Elevator Pitch Podcast episode is live! Dive into the world of advertising with a deep dive on JCDecaux, the giant of outdoor advertising.
From bus shelters to airport billboards, we explore their business model, digital growth, and future potential.
https://open.spotify.com/episode/7hbxHZBcUZJOBryg3X1UlQ

🇫🇷🖼️JCDecaux: The Undervalued OOH Advertising Giant

The Elevator pitch · Episode

Spotify