Hayden Lin

Life Time Group Holdings (NYSE: LTH)

April 2026

Equity Research

An independent long pitch prepared for the Rutgers Road to Wall Street interview, built from FY2023 to FY2025 filings and investor materials.

• Identified 14.5% revenue growth to $3.00B, 139% net income growth to $374M, and margin expansion from 6% to 12%.
• Developed a long thesis around premium member pricing power, recurring revenue, rising revenue per member, and continued expansion into affluent suburban markets.
• Argued the discount against Planet Fitness, which trades near 28x earnings on half the revenue and slower earnings growth, and sized the gap at roughly 25% upside on a 22x multiple.
• Covered catalysts, competitive positioning, and macro risk, including a 16.8x trailing P/E, a $500M repurchase authorization, roughly 15% insider ownership, and 12 to 14 planned annual club openings.

Revenue

$3.00B

Net income growth

139%

Trailing P/E

16.8x

Quantitative Research

A multi timeframe order flow engine built to put a discretionary futures model through a decade of tick data and see what the numbers said about it.

• Processed 235M ticks across 213 trading days and 240 plus focused market hours, identifying 620 valid setups.
• Backtested 89 simulated trades across those setups, which returned a 64% win rate, a 1.84 profit factor, and a 1.8R average winner against a fixed risk model.
• Encoded volume profile, footprint, and delta signals into reproducible rules, then forward tested them on out of sample data as a check on the backtest.
• Carried the volume profile, footprint, and delta work into how I read and execute trades discretionarily today.

Ticks processed

235M

Setups identified

620

Backtest win rate

64%

Griff

April 2025 to Present

Community Economy

A virtual economy running inside the 2,000 member Discord attached to the channels, built to turn an audience that watches into a community that shows up daily.

• Engineered the currency system end to end: how often each command pays out, the odds of winning or losing on it, the coins at stake per action, and the pricing of everything they buy, from Discord roles to in game Brawl Stars rewards.
• Sustained 1,110 participants and roughly 175,000 messages across two channels over 16 months of continuous operation.

Participants

1,110

Messages

~175K

Forge

June 2026 to Present

AI Fitness App

A closed beta fitness application that puts calorie and macro logging, workout planning, workout tracking, and weight tracking in one product.

• Built and deployed across approximately 20 synced accounts, with diet, workout, and weight data centralized for ongoing tracking.
• Engineered Gemini API powered meal logging that processed approximately 500 food entries, roughly 70% of them submitted through photo based tracking rather than natural language or manual entry.
• Shipped 50 plus product updates and Vercel deployments, iterating on onboarding, usability, data flows, and application logic from friends and family feedback.

Beta accounts

~20

Food entries

~500

Releases

50+