エピソード

  • 🇺🇸 🦋Evolus: Injecting Profitability
    2025/04/07

    Evolus is a force to be reckoned with in the attractive injectables market, having grown to a impressive 13% US market share with their Jeuveau toxin in just five years.

    In this episode, we'll dive into the market dynamics and uncover the secrets behind Evolus' remarkable success. We'll also explore the potential implications of their current strategy and where it could take them next.


    Curious to learn more? Check the full writeup here: ⁠https://elevatorpitch.substack.com/p/evolus

    I’d love to hear your thoughts! Connect with me on ⁠⁠⁠x.com⁠⁠⁠, ⁠⁠⁠Threads⁠⁠⁠, ⁠⁠⁠Bluesky⁠⁠⁠, or ⁠⁠⁠Substack⁠⁠⁠, or feel free to email me directly.


    Disclaimer: Not financial advice, do your own research before investing.

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    25 分
  • Inpost: DIY deliveries
    2025/03/27

    InPost is a market leader in Poland's last-mile logistics, commanding roughly 45% of the market share and now expanding across Europe. In this episode, we dive into their journey—exploring how they built a formidable stronghold at home and are now leveraging that foundation to drive growth in Western Europe.


    Curious to learn more? Check the full writeup here: https://open.substack.com/pub/elevatorpitch/p/inpost-diy-deliveries

    I’d love to hear your thoughts! Connect with me on ⁠⁠x.com⁠⁠, ⁠⁠Threads⁠⁠, ⁠⁠Bluesky⁠⁠, or ⁠⁠Substack⁠⁠, or feel free to email me directly.

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    15 分
  • 🐕Freshpet: Building a Moat, One Fridge at a Time
    2025/03/20

    What's the recipe for success? In this episode we are exploring the remarkable journey of Freshpet, the leading US fresh pet food manufacturer that's revolutionizing the pet food industry. By cracking the code to modern retail, Freshpet has achieved unprecedented success, with $1bn in revenue and a promising path to 20%+ annual growth and positive FCF. Tune in to learn how they did it and what it means for their future prospects.


    Curious to learn more? Check out the full write up here: ⁠substack⁠


    I’d love to hear your thoughts! Connect with me on ⁠x.com⁠, ⁠Threads⁠, ⁠Bluesky⁠, or ⁠Substack⁠, or feel free to email me directly.



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    27 分
  • MIPS: Investing in Safety
    2025/03/14

    In this episode, we dive into the fascinating world of MIPS, a groundbreaking Swedish company that’s redefining safety in the helmet industry. Discover how MIPS has carved out a unique niche with its premium helmet components, setting new standards for protection and performance.

    Curious to learn more? Check out the full writeup here: substack

    I’d love to hear your thoughts! Connect with me on x.com, Threads, Bluesky, or Substack, or feel free to email me directly.


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    15 分
  • Welcome to the Elevator Pitch podcast
    2025/03/13

    Welcome to the podcast. A quick intro about myself and what to expect from the episodes! Please let me know any feebdack! Thanks for tuning in!

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    2 分