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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We wrote about Basic-Fit in July 2025, when the market was penalizing the company for one-time expenses relating to the conversion of its gyms in France to staffless and 24/7 operations. The stock is...
— Zack Buckley
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Other investors who've written on Basic-Fit N.V.
BFIT has continued to execute since we reinitiated the investment in 2024. In its most...
Basic-Fit experienced a post-earnings decline that the manager views as unjustified, caused primarily by large institutional sellers. Although margins have...
More institutional theses from Buckley Capital
Acadia has been our largest contributor to our 2026 performance thus far, and at today's prices, we have been trimming the position.
We re-initiated a position in Hilton Grand Vacations (HGV), the market leader in the timeshare industry and a stock we have followed for a number of years.