The following are notes from Angela Aldrich'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: Angela Aldrich (Bayberry Capital Partners)
A summary of Angela Aldrich's best investment idea as presented during the Fireside Chat:
Best Idea: Lamb Weston Holdings (NYSE:LW)
North America:
- Lamb Weston Holdings is a leader in frozen potato processing, making up 66% of FY24E sales.
- The company is highly focused on the North American market, with significant sales distribution: 45% in Quick Service...
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