Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT (podcast #345)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Zack Buckley of Buckley Capital Partners to discuss Basic-Fit, Europe’s largest gym chain. Zack shares why the market has been overly pessimistic on the name, despite long-term growth potential. They break down what went wrong post-2020, unit economics, and whether Basic-Fit can finally deliver on expectations. Zack also outlines the opportunity in France’s 24/7 gym shift, the underappreciated moat in Basic-Fit’s cluster strategy, and why he sees the stock potentially tripling. It’s a conversation packed with deep due diligence, strategic insights, and a firm outlook on value creation.
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