The following are notes from Lauren Taylor Wolfe’s best investment idea at the 11th annual J.P. Morgan / Robin Hood Invrestors Conference took place on October 24 and 25, 2023.
Best Idea: Lauren Taylor Wolfe (Impactive Capital)
A summary of Lauren Taylor Wolfe's best investment idea as presented during the Fireside Chat:
Best Idea: Basic-Fit (AMS:BFIT)
Investment Rationale:
- Lauren Taylor Wolfe recommends buying Basic-Fit (BFIT NA) and highlights that the fitness industry is impervious to AI, making it a promising investment.
- Basic-Fit is a leading low-cost gym operator in the Benelux, France, and Spain.
Key Points:
- The entry price point for Basic-Fit is 24.99 Euro, which is approximately a 50% discount to the European average.
- The company has captured the majority of industry growth since 2010.
- Basic-Fit boasts around...
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