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

An AI assisted Python simulation built to test a discretionary order flow model against ES futures tick data and check whether the result held up outside the sample it was built on.

• Backtested a discretionary order flow model on ES futures tick data across 121 trading days, run as an AI assisted Python simulation rather than software engineered by hand.
• The version that held up out of sample produced 84 trades at a 1.94 profit factor.
• Built on the same volume profile, footprint, and delta signals used to read and execute trades discretionarily in the live prop firm evaluation today.

Trading days

121

Backtest trades

84

Profit factor

1.94

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+