Buckley Capital Partners' Zack Buckley provides update on $XPOF thesis following short report

Zack Buckley, Managing Partner at Buckley Capital Partners, joins Yet Another Value Podcast for the second time to provide an update on his Xponential Fitness, Inc. (NYSE: XPOF) thesis since he was last on the podcast and following the Fuzzy Panda short report on the company. For more information about Buckley Capital Partners, please visit: https://buckleycapitalpartners.com/ Zack's first appearance on YAVP discussing $XPOF: https://youtu.be/listaT3Bx6Q Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:35] What happened to $XPOF following the short report is released [3:57] $XPOF short report details - first allegation; Tony's first venture, Interactive Solutions [10:20] $XPOF short report details - second allegation; LA Boxing venture [12:16] $XPOF short report details - third allegation; 2015 incident [14:33] CEO is a loose cannon or are these just one-offs? [15:33] $XPOF short report details - addressing culture of sexual harassment [19:02] $XPOF short report details - economics of the business and franchisees [23:47] $XPOF franchisee transfer rates / understanding franchise network industry norms [29:34] $XPOF billing practices and BBB complaints [33:28] $XPOF financial covenants [34:30] $XPOF fair valuation [37:33] $XPOF capital allocation [42:52] Upcoming $XPOF catalysts [47:08] What Zack hopes to see at the $XPOF investor day [48:25] Zack's $XPOF differential insights gained from talking with franchisees [53:14] $XPOF final thoughts Today's episode is sponsored by: Stream by Alphasense Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you. But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/