We're posting notes from the London Value Investor Conference 2016. Next up is Francois Badelon of Admiral Gestion who pitched long Easyjet. Badelon filled in for Gary Channon who could not make the event.
Francois Badelon's London Value Investor Conference Presentation
Investment idea: Easyjet
Growth at a value price. The low cost carriers have had amazing growth. Growth will continue, maybe at a slower pace. Easyjet and Ryanair will continue to take share from airlines like Air France.
Be sure to check out the rest of the presentations from the London Value Investor Conference.
Wednesday, June 1, 2016
Francois Badelon Long Easyjet: London Value Investor Conference
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