Joe Langenderfer

Let's Fly 🦅

[Joe Langenderfer @_J16R]

@drewfallon12 Comps

[Joe Langenderfer @_J16R]

Lately, I’ve been thinking about two quotes:

"Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times." – G. Michael Hopf

"Do not pray for easy lives; pray to be stronger men." – John F. Kennedy

It feels like we’ve been stuck in the "weak men, hard times" phase for a while now. But changing tides suggest a chance to reset – maybe even skip ahead to a period of good times.

Hopefully we all embrace challenge and resilience instead of always looking for the easy (and consequential) way out. 🇺🇸🇸🇪

[Joe Langenderfer @_J16R]

@drewfallon12 comps

[Drew Fallon @drewfallon12]

🚨HERE IT IS🚨

Database of over 300 consumer transactions in the past two years, PLUS a FREE VALUATION CALCULATOR for your business based on revenue & EBITDA multiples + DCF

Like this post, Reshare, and Comment "comps" and I will DM you the link!

[Joe Langenderfer @_J16R]

This is my first monthly post on Well Street, exploring activities and ideas in the health & wellness sector. It's a great way to stay informed about industries that touch our everyday lives. I would love any thoughts or feedback!

[Well Street @wellstreet_HQ]

🚨Heartbeat #001: November 2024 is LIVE!🚨

📰Read Now: https://t.co/FvgMZhlHqv

💸 Latest Insights: Dive into the deals transforming health, beauty, fitness, & wellness.
💡 Exclusive CEO Talk: An interview with Marty Langenderfer of Spavia.
👉 M&A Spotlight: Get the scoop on mergers, acquisitions, and private equity trends!

#Wellness #Finance #TheHeartbeat

[Joe Langenderfer @_J16R]

It��s amazing that @chamath understands the nuances of beauty/wellness service businesses. What doesn’t this guy know.

[Well Street @wellstreet_HQ]

The tip of the regulatory iceberg might seem focused on Auto OEMs, energy companies, SpaceX, and similar industries/companies. But as @chamath points out, the bulk of regulations lies beneath the surface, disproportionately affecting retail businesses. Employee licensing requirements, local permits, and lengthy approvals stiff-arm rapid location ramp and constrain labor markets. We've painfully felt this in the massage therapist labor supply over the past five years.

Urban markets bear the brunt of these challenges, compounding the impact. Deregulation could unlock immense value and trigger an economic sonic boom (great term by @friedberg) — retail sectors like salons and spas stand to benefit significantly from this unleashed potential.

#AllInPodcast #Deregulation #EconomicGrowth #SmallBusiness #Retail

[Joe Langenderfer @_J16R]

@PauloMacro Sorkin only asks politically-charged challenging questions. Would be a new, safer day for investors / CNBC’s audience if he applied that same battling mentality to strategic conversations with the CEOs / investment managers on his shows.

[Joe Langenderfer @_J16R]

@MattKuda Equal to owning Supreme in 2017. Should easily earn you 20 kudos.

[Joe Langenderfer @_J16R]

💯

[Well Street @wellstreet_HQ]

Is RFK Jr.'s vision for health your vision too?

Vaccine opinions aside, RFK Jr.'s wellness vision could be a game-changer for #Beauty, #Health, #Fitness, & #Wellness. His push for natural, non-toxic ingredients and holistic living might not just be good for health but could stimulate growth for health-first products and services. As America gets healthier, these sectors will thrive. Check out the policies driving this shift:

1. Holistic Health Integration: He supports integrating alternative and holistic therapies into mainstream healthcare, encouraging a more comprehensive approach to well-being.

2. Eliminating Harmful Chemicals: Kennedy has expressed intentions to eliminate harmful chemicals and additives from food and consumer products, aiming to reduce exposure to toxins and promote cleaner living environments.

3. Clean Food Production: RFK Jr. has criticized the use of artificial ingredients and ultra-processed foods, advocating for cleaner food production practices that align with health-first principles.

Imagine a future where:
- Your beauty products are free from toxins
- Your meals are naturally sourced and nutritionally rich
- Your fitness focus includes yoga, acupuncture, and recovery wellness

As Americans embrace these healthier lifestyles, the long-term promise includes not only thriving wellness sectors but also a reduced strain on the healthcare system, paving the way for a more sustainable and cost-efficient health infrastructure.

#HolisticHealth #NaturalBeauty #CleanLiving #HealthyEating #CleanBeauty

[@jason @Jason]

Get a good nights sleep
Drink some water
Go on a hike
Listen to some beautiful music on killer headphones
Meditate
Have dinner with friends
Call parents
Laugh with the kids
Buy something thoughtful for partner
Play a game
Listen to a great book
Write

[Joe Langenderfer @_J16R]

@MattKuda Looks like they gave Joe Jonas the role of the event's official Vibe Chair

[Joe Langenderfer @_J16R]

@MattKuda Kick tracking and measurements just launched on FightCamp, integrating more monitoring tech into at-home workout/training equipment. It’s clear they still believe at-home fitness goes beyond recovery and detailed performance data particularly desired by users.

https://t.co/eEABRjY76P

[Joe Langenderfer @_J16R]

@MattKuda Either a FightCamp bag or tickets to The Wellness Oasis. Choose wisely. https://t.co/iooehBkb66

[Joe Langenderfer @_J16R]

Totally - A ton of consumer interest right now.

I’d say that key current trends are:

1. Group personal training (Burn Boot Camp, The Yard)
2. Social wellness (Remedy Place, Peoplehood, Othership)
3. Experiential fitness (Brooklyn Boulders, The Bouldering Project)

Would put run clubs in its own category…

Generally, at-home seems focused on recovery (Plunges, Normatecs, etc). Sweathouz is catching a lot of the urban market for this though.

[Joe Langenderfer @_J16R]

Trying my hand at a new project, Well Street, where I'll explore the dynamic health & wellness market. Here's our first look at boutique fitness M&A with [solidcore]'s acquisition by L Catterton.

[Well Street @wellstreet_HQ]

🚀Exciting Market Moves in Boutique Fitness!🎽

[solidcore], known for its intense strength-based workouts, has been acquired by L Catterton, the LVMH-backed PE giant.

Here's the scoop: https://t.co/4AsbdfzNId

[Joe Langenderfer @_J16R]

At the end of the day it’s still in the early innings. Both have a ton of whitespace left to grab (great for Solidcore’s new owner).

Looks like Barry’s originally wanted to sell itself but may have restructured instead (recapitalized - believe they had some rough terms on outstanding debt). Not 100% certain tho.

[Joe Langenderfer @_J16R]

@elonmusk please purchase EA Sports, release a gaming controller (i.e., Luna), and let me play Fifa from the car🙏🏽

Until then, Beach Buggy Racing will have to do.