2023 Robin Hood Investors Conference – Angela Aldrich’s Best Ideas

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HFA Staff
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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 Restaurants (QSR), 35% in Foodservice, and 20% in…

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