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The Elevator Pitch

Greg ┃The Elevator Pitch

Writing succinctly about quality companies. Not your financial advisor.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues22Founded2 years agoLast Issue8 months ago
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Latest Issues

🇫🇷🧺 Elis: Money in the Dirty Laundry

The elevator pitch: Elis is a USD 7bn market cap European leader in textile rental, solving complexity for hotels and hospitals with a Product-as-a-Service approach. As the market leader in Europe and LatAm, the company future growth stem...

8 months ago
4

What's up with Kraft Heinz?

Over the last decade, Kraft-Heinz (KHC) has delivered a dismal -5.6% annualized total shareholder return. This performance lags not only the S&P 500's impressive 11% annualized gain but also the S&P 500 Food Sector's more modest 7.1% return...

9 months ago
10
3

🎙️ New Podcast Episode: 🇮🇹🧥 Moncler: More Than Just a Puffer

This week on the podcast we explore Moncler, a luxury brand with a compelling story. Often overlooked next to the industry titans, Moncler has carved out a unique space, boasting superior gross margins and consistent growth.

We'll uncover...

a year ago
2

🎧 JCDecaux: The Undervalued OOH Advertising Giant

New podcast episode!

Forget fleeting social media ads; there’s a titan in the advertising world you might be overlooking. JCDecaux; The quiet giant behind the bus shelters, billboards, and airport displays we see every day, holds an unpara...

a year ago
3

What's up with Starbucks?

Starbucks (SBUX) has been an amazing success story, from (almost) rags to riches built on one man's conviction that he could do coffee shops differently. For the longest time SBUX was a no-brainer investment, with increasing cultural releva...

a year ago
6

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  • Greg ┃The Elevator Pitch

    Writing about below the radar quality companies succintly

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