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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.
BFIT has continued to execute since we reinitiated the investment in 2024. In its most...
— Yaron Naymark
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Other investors who've written on Basic-Fit N.V.
More institutional theses from 1 Main Capital
I discussed KKR in the Q1’26 letter, and not much has changed in my thinking. The business continues...
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1MC has owned IWG since 2022, and it has been one of our largest holdings since 2023. We bought our...